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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2009-04-01 |
Branch Locations
3011 Armory Drive Suite 150, Nashville, TN 37204 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Finanical Network | Waltham | MA | 03/2009 | 01/2026 |
| Commonwealth Financial Network | Nashville | TN | 03/2009 | 01/2026 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | Present |
| Hillcrest Financial Group | Nashville | TN | 08/2025 | Present |
1.Peerman Capital Management, LLC.,100% owner and president of private entity created for operating securities and insurance practice, as of 04/2009, 5% of time spent during business hours, conducted from branch location, investment related. 2.Fixed insurance sales; as of 09/27/2021; Less than 5% of time spent during business hours; Conducted at branch location; Investment related. 3. Spouse is Trustee for the William H. & Jodie A Hess Irrevocable Family Trust; Located in Nashville, TN, as of 5/01/2021; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-04-05 |
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