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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-04-09 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
294 South Broadway, Forest City, NC 28043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-08 |
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