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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-25 |
| WA | RA | APPROVED | 2005-10-14 |
Branch Locations
6912 220Th Street Sw Suite 100, Mountlake Terrace, WA 98043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2005 | Present |
1. Fixed insurance sales, as of 2005, conducted at branch, investment related. 2. AMS Financial Group, LLC, member and co-owner of private entity created as operating company for securities, investment advisory, and insurance business, as of 03/2007, 100% of time spent during business hours, conducted at branch, investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-05-10 |
| S65 | Uniform Investment Adviser Law Examination | 1996-05-10 |
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