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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| NC | RA | APPROVED | 2010-01-15 |
Branch Locations
2715 Ashton Drive Suite 102, Wilmington, NC 28412 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2010 | Present |
| Sterling Wealth Management | Wilmington | NC | 01/2010 | 09/2024 |
| Lifetime Asset Management | Wilmington | NC | 09/2024 | Present |
1.Fixed Insurance Sales, as of 2010, less than 1% of time spent during business hours, Conducted at branch location, investment related 2. Co owner, SS Stafford, LLC, an entity created for the purpose of purpose of buying and managing commercial property located at 320 Worth Ave, Stafford VA 22556, as of 02/12/2018; Approximately 0% of time spent during securities trading hours per month; Not Conducted at branch location; Investment related. 3. Co-Owner, Lifetime Asset Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 10/01/2024; 100% of time spent during business hours; Conducted at branch; Investment related. 4. Co-owner, LifeTime Tax Management, LLC; a private entity created to facilitate tax business; as of 10/01/2024; 0% of time spent during business hours; Conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-19 |
| S65 | Uniform Investment Adviser Law Examination | 1999-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-07 |
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