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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-02-24 |
Branch Locations
4095 Embassy Drive Se Suite B, Grand Rapids, MI 49546 • United States
644 Lovett Ave Se Suite A, Grand Rapids, MI 49506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 01/2010 | 02/2017 |
| Commonwealth Financial Network | Waltham | MA | 02/2017 | Present |
1. Partner and co-owner, CooperDavis Financial Group, LLC, a Private Entity established to facilitate Securities, advisory, and insurance Business; As of 12/31/2020; <5% time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; As of 2/24/2017; 10% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-01 |
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