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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-28 |
Branch Locations
2500 Bridges Street Ste. 9, Morehead City, NC 28557 • United States
600 West Broadway Suite 3200, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2016 | 05/2024 |
| Sherwin Williams Paint Co. | Morehead City | NC | 04/2011 | 10/2016 |
| Commonwealth Financial Network | Waltham | MA | 05/2024 | Present |
| Sloan Trust | Morehead City | NC | 05/2024 | 07/2026 |
| Villanor Private Wealth | Morehead City | NC | 07/2026 | Present |
1. Fixed insurance sales; as of 05/17/2024; less than 3% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Sloan Financial Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 6/24/2024; Less than 5% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-22 |
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