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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 |
| GA | RA | APPROVED | 2024-09-30 |
Branch Locations
7000 Central Parkway Suite 1770, Atlanta, GA 30328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 12/2009 | 09/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2010 | 09/2024 |
| Commonwealth Financial Network | Waltham | MA | 09/2024 | Present |
| Apex Wealth Advisors | Atlanta | GA | 09/2024 | Present |
Fixed insurance sales; as of 06/24/2024; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-07 |
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