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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2016-11-04 |
Branch Locations
22 Inverness Center Parkway Suite 157, Hoover, AL 35242 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Birmingham | AL | 02/2016 | 10/2016 |
| Commonwealth Financial Network | Waltham | MA | 10/2016 | Present |
1. Co-Owner, C323 Inc., DBA Stewardship Investment Planning; a private entity established to facilitate securities, advisory, and insurance business; as of 02/26/2016; 25% of time spent during business hours; Conducted at branch; Investment related. 2. Business Consulting, C323, Inc.; as of 02/26/2016; 25% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-15 |
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