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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 | 2026-03-24 |
| WA | RA | APPROVED | 2005-05-02 |
Branch Locations
14205 Se 36Th St Suite 100, Bellevue, WA 98006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2005 | Present |
1. Fixed insurance sales at branch location, investment related. 2. Trustee for non-family related ilit, not at branch location, investment related. 3. McMahan Asset Management, LLC - sole member/manager of entity created for securities and insurance business, investment related. 4. Treasurer, Issaquah Lacrosse Club, Located at 700 2nd Ave, SE, Issaquah WA, as of03/01/2018; Approximately 0% time spent during securities trading hours per month; Not Conducted at branch location; Not Investment related. 5. Co-owner, Northern Pacific Yachts, Ltd.; Owning a motor vessel; Located in Bellingham, WA 98225; as of 02/16/2026; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-17 |
| S65 | Uniform Investment Adviser Law Examination | 1996-07-17 |
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