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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2023 | 12/2025 |
| Bluffton University | Bluffton | OH | 08/2018 | 05/2023 |
| Km&M Cpa's | Mansfield | OH | 06/2022 | 08/2022 |
| Bluffton University | Bluffton | OH | 10/2021 | 12/2021 |
| Westbrook Country Club | Mansfield | OH | 04/2016 | 08/2021 |
| Lexington High School | Lexington | OH | 08/2014 | 05/2018 |
| Offenburger Capital Management Llc | Mansfield | OH | 05/2023 | 12/2025 |
| Offenburger Capital Management Llc | Mansfield | OH | 12/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 12/2025 | 07/2026 |
| Emvision Capital Advisors Llc | Mansfield | OH | 01/2026 | 04/2026 |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
Fixed insurance sales; as of 12/09/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-29 |
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