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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Guntersville | AL | 05/2015 | 06/2018 |
| Cetera Investment Advisers Llc | Guntersville | AL | 05/2015 | 06/2018 |
| Cetera Investment Services Llc | St.CLoud | MN | 05/2015 | 06/2018 |
| Center Street Securities, Inc. | Nashville | TN | 06/2018 | 12/2018 |
| Lpl Financial, Llc | Fort Payne | AL | 12/2018 | 03/2025 |
| Commonwealth Financial Network | Waltham | MA | 03/2025 | Present |
| Summit Wealth Management | Fort Payne | AL | 03/2025 | Present |
1. Fixed insurance sales; as of 3/24/2025; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Summit Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 3/31/2018; 1% time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, Front Door Holdings, LLC; an entity created for the purpose of owning residential real estate in Milton, FL, Forty Payne, AL, Tallahassee, FL, Quincy FL, and Grand Ridge, FL; 0% time spent during business hours; Not conducted at branch; Investment related. 4. Owner, Little River Management, LLC; an entity created for the purpose of owning residential real estate in Fort Payne, AL and Fyffe, AL; 1% time spent during business hours; Not conducted at branch; Investment related. 5. Co-owner & Finance Director, Resolute Care Services, Inc.; home healthcare business; Located at 12155 AL Hwy 35, Ste C, Fort Payne, AL 35968; as of 12/2021; 1% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-24 |
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