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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 | 2026-03-23 |
| MA | RA | APPROVED | 2023-01-13 |
| NC | RA | APPROVED | 2018-10-31 |
Branch Locations
1022 Hutton Lane Suite 109, High Point, NC 27262 • United States
40 South Street Suite 200, Marblehead, MA 01945 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blakely Financial, Inc. | High Point | NC | 01/2017 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 08/2017 | 05/2018 |
| School | Thomasville | NC | 09/2007 | 05/2020 |
| Goldman Sachs | New York | NY | 05/2018 | 08/2018 |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | Present |
| Blakely Financial, Inc. | High Point | NC | 08/2018 | Present |
1. Fixed insurance sales, as of 01/10/2020; approximately 5% time spent during business hours; conducted at branch location; investment related. 2. Vice-President, Blakely Financial, Inc. a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2021; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, ECP Development, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 12/02/2024; 30% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-22 |
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