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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-06-07 |
| MA | RA | APPROVED | 2021-06-07 |
Branch Locations
15 North Main Street Suite 100, West Hartford, CT 06107 • United States
303 Wyman Street Suite 275, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M Holdings Securities, Inc. | Portland | OR | 05/2013 | 06/2021 |
| Linberg & Ripple | Windso | CT | 05/2013 | 06/2021 |
| Commonwealth Financial Network | Waltham | MA | 06/2021 | Present |
| Wealth Planning Advisors, Llc | West Hartford | CT | 01/2022 | Present |
Owner, Wealth Planning Advisors, LLC, a private entity established to facilitate securities and advisory business; as of 06/07/2021; 5% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-12 |
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