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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-27 |
| FL | RA | APPROVED | 2023-11-09 |
Branch Locations
600 East Colonial Drive Suite 300, Orlando, FL 32803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2014 | 11/2023 |
| Wealthwell Solutions | Orlando | FL | 11/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2023 | Present |
1. Fixed insurance sales; as of 08/01/2023; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, WealthWell Solutions, a private entity established to facilitate securities, advisory, and insurance business; Located in Orlando, FL 32806 as of 03/11/2024; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-26 |
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