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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
| OH | RA | APPROVED | 2024-05-02 |
Branch Locations
30700 Bainbridge Road Suite A, Solon, OH 44139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Solon | OH | 08/2016 | 05/2024 |
| Commonwealth Financial Network | Waltham | MA | 05/2024 | Present |
| Aegis Consulting | Solon | OH | 05/2024 | Present |
1. Fixed insurance sales; as of 05/01/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Magnolia Partners, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 12/14/2020; 5% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-21 |
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