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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2017-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2011 | 08/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2011 | 08/2017 |
| Commonwealth Financial Network | Waltham | MA | 08/2017 | Present |
1. Fixed insurance sales conducted under the name 'Avery and Pope Wealth Management'. Investment related. Conducted from branch location. 2. Owner, 726, LLC; a private entity established to facilitate advisory business; as of 5/18/2021; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-19 |
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