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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-27 |
| NC | RA | APPROVED | 2026-04-02 |
Branch Locations
4018 Oleander Drive Suite 102, Wilmington, NC 28403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of North Carolina At Charlotte | Charlotte | NC | 08/2013 | 05/2017 |
| The Vanguard Group, Inc. | Charlotte | NC | 07/2017 | 10/2022 |
| Commonwealth Financial Network | Waltham | MA | 10/2022 | 09/2025 |
| Pathfinder Wealth Consulting | Wilmington | NC | 10/2022 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-08 |
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