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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-08-06
  • MI RA
    APPROVED
    Since 2024-08-06

Branch Locations

455 E. Eisenhower Parkway Suite 210, Ann Arbor, MI 48108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Ann Arbor MI 09/2014 05/2026
Commonwealth Financial Network Waltham MA 05/2026 Present
Select Financial Services, Llc Ann Arbor MI 05/2026 Present
Other Businesses

1. Co-owner of Bluepath, LLC, entity that owns single lot of property. As of 5/2013; 0% time spent during business hours; Not investment related; Not conducted at branch location. 2. Co-owner of rental property located in Ann Arbor, MI 48103, as of 07/01/2016; <1% time spent during business hours; Not conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-02
  • S66 Uniform Combined State Law Examination
    2024-08-02

View on SEC IAPD

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