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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-25 |
| OK | RA | APPROVED | 2022-10-28 |
Branch Locations
12315 East 86Th Street North Suite 101, Owasso, OK 74055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waste Management | Tulsa | OK | 08/2015 | 07/2022 |
| Westerman Financial Services Llc | Owasso | OK | 08/2022 | 04/2024 |
| Commonwealth Financial Network | Waltham | MA | 08/2022 | 04/2024 |
| Commonwealth Financial Network | San Diego | CA | 04/2024 | 04/2025 |
| Westerman Financial Services, Llc | Owasso | OK | 04/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | Present |
1. Fixed insurance sales; as of 11/12/2024; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, The 3Pillars LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 04/25/2025; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-28 |
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