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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2013 | 12/2022 |
| Commonwealth Financial Network | San Diego | CA | 12/2022 | Present |
| Cedarwood Financial Partners | Montgomery | TX | 12/2022 | Present |
1. Fixed insurance sales; Located at 112 E Dallas St Cleveland, TX 77327, as of 12/02/2022; 1% time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Cedarwood Financial Partners, LLC, a private entity established to facilitate advisory business; as of 12/02/2022; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Business consultant, Guidepoint; as of 7/23/2024; 1% of time spent during business hours; Conducted at branch location; Not investment related. 4. Consultant, Prosapient; business research related studies; as of 11/20/2024; 10% of time spent during business hours; Conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-30 |
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