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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| NC | RA | APPROVED | 2015-04-02 |
Branch Locations
100 Club Oaks Ct. Suite B, Winston-Salem, NC 27104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2015 | Present |
1. Fixed insurance sales, as an Agent, under the name 'Ebert Financial'; As of 03/13/15; 5% time spent during business hours; Conducted at branch; Investment related. 2. Managing Member/Owner, Ebert Development Company, LLC, a real estate holding company est. to manage/own two commercial rental properties located in Winston-Salem, NC; As of 01/09/08; 5% time spent during business hours; Conducted at branch; Investment related. 3. Author, Moments, a collection of stories and poems; Located at Address, as of 03/01/2026; 3% of time spent during business hours; Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-06-22 |
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