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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-04-09
  • NC RA
    APPROVED
    Since 2025-04-09

Branch Locations

275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States

294 South Broadway, Forest City, NC 28043 • 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
Edward Jones St Louis MO 09/2017 04/2025
Carolina Trust Bank Lake Lure NC 01/2015 09/2017
Commonwealth Financial Network Waltham MA 04/2025 Present
Avenor Wealth Forest City NC 04/2025 Present
  • 09/2017 → 04/2025
    St Louis, MO
  • 01/2015 → 09/2017
    Carolina Trust Bank
    Lake Lure, NC
  • 04/2025 → Present
    Waltham, MA
  • 04/2025 → Present
    Avenor Wealth
    Forest City, NC
Previous Registrations
  • 2017-11-09 → 2025-04-11
    Ellenboro, NC
    Forest City, NC
    Ellenboro, NC
    St Louis, MO
    Spindale, NC
Other Businesses

1. Fixed insurance sales; as of 4/9/2025; Less than 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, JBH Properties, LLC; an entity created for the purpose of owning real estate at 280 West Main St., Forest City, NC 28043, as of 10/2024; Less than 1% time spent during business hours; Not conducted at branch; Investment related. 3. Owner, Brad Harrill Investments LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 4/09/2025; 100% time spent during business hours; Conducted at branch; Investment related. 4. Co-owner, Avenor Wealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Forest City, NC 28043; as of 04/09/2025; 95% time spent during business hours; Conducted at branch; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-08
  • S66 Uniform Combined State Law Examination
    2017-11-08

View on SEC IAPD

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