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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 |
| FL | RA | APPROVED | 2017-06-02 |
Branch Locations
225 Chimney Corner Ln Suite 2001, Jupiter, FL 33458 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2015 | 06/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2015 | 06/2017 |
| Commonwealth Financial Network | Waltham | MA | 06/2017 | Present |
1) Fixed insurance sales. Investment related. Conducted from branch location. 2) Owner of Robert S. Taylor Inc., operating company fthat receives proceeds from insurance business. Not investment related. Conducted from branch location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-11 |
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