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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 |
| GA | RA | APPROVED | 2016-02-18 |
Branch Locations
700 Westpark Drive Suite 250, Peachtree City, GA 30269 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dunlap And Associates Wealth Management | Peachtree City | GA | 12/2015 | 01/2026 |
| Parliament Wealth | Peachtree City | GA | 01/2026 | Present |
| Commonwealth Financial Network | Waltham | MA | 12/2015 | Present |
1. Fixed insurance sales; as of 01/01/2019; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Parliament Wealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2026; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-23 |
| S66 | Uniform Combined State Law Examination | 2011-12-13 |
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