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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-03 |
Branch Locations
2450 Maitland Center Parkway Suite 201, Maitland, FL 32751 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Orlando | FL | 08/1974 | 03/2023 |
| Commonwealth Financial Network | Waltham | MA | 03/2023 | Present |
| Aegis Consulting | Maitland | FL | 03/2023 | Present |
1.Fixed insurance sales; as of 02/23/2023; 25% of time spent during business hours; Conducted at branch location; Investment related. 2.Co-Owner, The Farb Financial Group, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 03/25/2011; 1% of time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, Farb & Schilling, LLC an entity created for the purpose of managing real estate at 2450 Maitland Center Parkway, Suite 201, Maitland, FL, 32216; as of 5/01/2021; 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-03-01 |
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