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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-05-23
  • GA RA
    APPROVED
    Since 2024-05-23

Branch Locations

2650 Holcomb Bridge Road Bldg 650, Alpharetta, GA 30022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gwimnett County Public Schools Lawrenceville GA 08/2004 03/2017
Infinity Financial Partners Atlanta GA 03/2017 10/2017
Questar Capital Minneapolis MN 10/2017 03/2019
Questar Asset Management Minneapolis MN 11/2017 03/2019
Woodbury Financial Services, Inc. Atlanta GA 03/2019 05/2024
Woodbury Financial Services, Inc. Atlanta GA 03/2019 01/2024
Osaic Wealth, Inc. Atlanta GA 01/2024 05/2024
Commonwealth Financial Network Waltham MA 05/2024 Present
A Better Financial Group, Inc Alpharetta GA 05/2024 Present
  • 08/2004 → 03/2017
    Gwimnett County Public Schools
    Lawrenceville, GA
  • 03/2017 → 10/2017
    Infinity Financial Partners
    Atlanta, GA
  • 10/2017 → 03/2019
    Questar Capital
    Minneapolis, MN
  • 11/2017 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → 05/2024
    Woodbury Financial Services, Inc.
    Atlanta, GA
  • 03/2019 → 01/2024
    Woodbury Financial Services, Inc.
    Atlanta, GA
  • 01/2024 → 05/2024
    Atlanta, GA
  • 05/2024 → Present
    Waltham, MA
  • 05/2024 → Present
    A Better Financial Group, Inc
    Alpharetta, GA
Previous Registrations
  • 2024-01-19 → 2024-06-04
    Atlanta, GA
  • 2019-03-01 → 2024-01-19
    Woodbury Financial Services, Inc.
    Atlanta, GA
  • 2017-12-13 → 2019-03-01
    Questar Asset Management, Inc.
    Atlanta, GA
    Minneapolis, MN
    Sandy Springs, GA
    Atlanta, GA
Other Businesses

1. Fixed insurance sales; Located in Suwanee, GA, as of 05/22/2024; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Beyond Financial, LLC, a private entity established to facilitate securities, advisory, and insurance business; Located in Alpharetta, GA 30022, as of 05/22/2024; 0% time spent during business hours; Conducted at branch; Investment related. 3. Divorce Planning services, Beyond Financial; as of 1/01/2025; 10% of time spent during business hours; Conducted at branch; Not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-11
S63 Uniform Securities Agent State Law Examination 2017-11-06
  • S65 Uniform Investment Adviser Law Examination
    2017-12-11
  • S63 Uniform Securities Agent State Law Examination
    2017-11-06
Designations

View on SEC IAPD

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