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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2009 | 02/2025 |
| Commonwealth Financial Network | Waltham | MA | 02/2025 | Present |
| Open Road Wealth Advisors | Andover | MA | 02/2025 | Present |
1. Fixed insurance sales; as of 07/2009; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner of rental property located in Palm Bay, FL, as of 04/2024; 1% time spent during business hours; Not conducted at branch location; Investment related. 3. Owner of rental property located in Fort Meyers, FL, as of 10/28/2024; Less than 1% time spent during business hours; Not conducted at branch location; Investment related. 4. Owner, OpenRoad Wealth Advisors, LLC a private entity established to facilitate securities, advisory, and insurance business; as of 2/28/2025; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-29 |
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