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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| NC | RA | APPROVED | 2023-06-22 |
Branch Locations
15235 Us Hwy 17 N Suite A, Hampstead, NC 28443 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Wilmington | NC | 08/2015 | 01/2018 |
| Edward Jones | Hampstead | NC | 01/2018 | 06/2023 |
| Harbor Blue Financial | Hampstead | NC | 06/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 06/2023 | 07/2026 |
| Commonwealth Financial Networ | Waltham | MA | 07/2026 | Present |
1. Fixed insurance sales; as of 06/22/2023; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Harbor Blue Financial, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 06/22/2023; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, Harbor Blue Development, LLC; an entity created for the purpose of buying and managing commercial real estate, as of 08/11/2025; 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-15 |
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