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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| MI | RA | APPROVED | 2010-04-14 |
Branch Locations
333 Albert Ave Suite 400, East Lansing, MI 48823 • United States
Big Pine Key, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Technology Inc | East Lansing | MI | 12/1980 | Present |
| Commonwealth Equity Services, Inc. | Waltham | MA | 05/1997 | Present |
1. Chairman & co-owner, Financial Technology, Inc.; a private entity established to facilitate securities, advisory, insurance, and third party administration services; as of 1997; 100% of time spent during business hours; conducted at branch; investment related. 2. Third Party Administrator for retirement plans, at branch location, not investment related. 3. Fixed insurance sales, at branch location, investment related. 4. GT Bayview Condo Association - president of home owners association, not investment related. 5. Family Travel Resorts, LLC; real estate holding company; not conducted at branch; not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1980-08-05 |
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