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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
| Cardinal Hill Wealth Management | Cary | NC | 01/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 02/2022 | 01/2025 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 09/2017 | 05/2022 |
| Premier Inc | Charlotte | NC | 01/2015 | 09/2017 |
Co-owner, Cardinal Hill Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 02/30/2022; 100% of time spent during business hours; Conducted at branch; Investment related.
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