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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-05-29 |
Branch Locations
801 Corporate Center Drive Suite 110, Raleigh, NC 27607 • United States
Durham, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetime Asset Management | Raleigh | NC | 01/2018 | 05/2020 |
| Scana Services/Psnc Energy | Cayce | SC | 05/2001 | 12/2017 |
| Commonwealth Financial Network | Waltham | MA | 03/2018 | 05/2020 |
| Lifetime Asset Management | Raleigh | NC | 05/2020 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2020 | Present |
1. Co-owner, Wealth Consultant, & Chief Planning Officer, Lifetime Asset Management LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 4/01/2022; 100% of time spent during business hours; Conducted at branch; Investment related. 2. Co-owner, LifeTime Tax Management, LLC, private entity created for the purpose of tax preparation services, owned by Lifetime Asset Management, LLC; as of 4/01/2022; 5% of time spent during business hours; Conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-24 |
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