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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-04-02 |
Branch Locations
121 Edinburgh South Suite 208, Cary, NC 27511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keystone Financial Partners | Cary | NC | 01/2016 | 09/2022 |
| Commonwealth Financial Network | Waltham | MA | 01/2016 | 09/2022 |
| Wealth Wise Planning | Cary | NC | 02/2017 | 09/2022 |
| Commonwealth Financial Network | Waltham | MA | 09/2022 | 09/2025 |
| Pathfinder Wealth Consulting | Cary | NC | 09/2022 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2026 | Present |
1. Fixed insurance sales; as of 8/26/2014; 3% time spent during business hours; Conducted at branch location; Investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-02-10 |
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