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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-15 |
Branch Locations
897 Poplar Church Rd Suite A, Camp Hill, PA 17011 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2009 | 07/2024 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 08/2009 | 07/2024 |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | 07/2026 |
| Capital View Wealth Management, Llc | Lemoyne | PA | 01/2010 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
1.Fixed insurance sales; as of 7/12/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Capital View Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2010; 1% time spent during business hours; Conducted at branch; Investment related. 3. Owner, Dennis Browne Realty Holding, LLC, an entity created for the purpose of managing real estate at 705 Garfield Court, McCormick, SC 29835, as of 01/2010; 0% time spent during business hours; Not conducted at branch; Investment related. 4. FINRA Arbitrator, Located in Lemoyne, PA, as of 2/07/2023; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-11 |
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