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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2015-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forsberg Insurance Planning | Plymouth | MA | 08/1984 | Present |
| Canada Life Of America Financial Service | Atlanta | GA | 02/1993 | Present |
| Commonwealth Equity Services, Inc. | Plymouth | MA | 10/1998 | Present |
1. FIXED INSURANCE SALES AS AN AGENT, INVESTMENT RELATED. 2. FORSBERG INSURANCE PLANNING, INC; PRESIDENT AND SOLE SHAREHOLDER; ENTITY CREATED FOR INSURANCE AND SECURITIES BUSINESS; CONDUCTED FROM BRANCH LOCATION; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-19 |
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