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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-10-18 |
Branch Locations
823 Blake Avenue Suite 201, Glenwood Springs, CO 81601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roaring Fork School District | Glenwood Springs | CO | 08/2012 | 06/2017 |
| Commonwealth Financial Network | Waltham | MA | 08/2017 | 07/2026 |
| Resource Financial Planning Corp | Glenwood Springs | CO | 08/2017 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
1. Fixed insurance sales, as an Agent, under the name 'Resource Financial Planning Corp.'; 5% time spent during regular business hours; Conducted at branch; Investment related. 2. President and Owner, Matthew Cova Financial, LLC, private entity established as a pass-through for securities business; As of 04/15/2019; 10% time during business hours; Conducted at branch; Investment related. 3. Defiance Strength and Conditioning, Coaching and providing private training classes; Located at 3760 CO-82, Glenwood Springs, CO 81601; As of 08/17/2017; 5% time spent during regular business hours; Not conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-11 |
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