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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-04-12 |
Branch Locations
1275 Ben Sawyer Blvd, Mt. Pleasant, SC 29464 • United States
Edmond, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Omaha | NE | 03/2011 | 06/2021 |
| Lpl Financial Llc | Fort Mill | SC | 06/2021 | 02/2022 |
| Commonwealth Financial Network | Waltham | MA | 02/2022 | Present |
| Cummings Wealth Management Group | Mt. Pleasant | SC | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-23 |
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