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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 |
| CA | RA | APPROVED | 2011-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2011 | Present |
| Manning Wealth Management, Inc. | San Diego | CA | 11/2011 | 02/2021 |
| Crown Financial Planning Corporation | Coronado | CA | 01/2015 | Present |
1. Fixed insurance sales, as of 11/01/2011, 5% of time during business hours, Investment related, conducted at branch. 2. Manning Wealth Management, Inc. - IAR of financial planning RIA. Investment related, conducted at branch location. 3. Crown Financial Planning corporation, president of s-corporation for facilitating securities firm; as of 04/01/2014, 0% of time spent during business hours; investment related; conducted at branch location. 4. Owner of rental property located in Hilton Head Island, SC, as of 7/09/2022; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-22 |
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