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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| UT | RA | APPROVED | 2002-09-24 |
Branch Locations
4525 South Wasatch Blvd. Suite 250, Salt Lake City, UT 84124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2002 | Present |
1. President and Owner, JGB Financial Services, Inc., a private entity established to facilitate securities business; Conducted at branch location; Investment related. 2. Part Owner, Sterling Financial Group, LLC, a private entity established to facilitate securities business; Conducted at branch location; Investment related. 3. Fixed insurance sales, as an Agent, under the name 'Sterling Financial Group'; Conducted at branch location; Investment related. 4. General Partner, Eight's Great, Ltd., a private entity established as a familial partnership; Not conducted at branch location; Investment related. 5. Manager, Shooster Club, LLC, a family-related private entity; Not conducted at branch location; Investment related. 6. Owner, JCB Holdings, LLC, a private entity established to own and manage real estate rental property; Not conducted at branch location; Investment related. 7. Owner, Pine Camp Holdings, LLC, a private entity established to own personal real estate property; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-29 |
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