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Jessica Beard

Commonwealth Financial Network

Lincolnton, NC

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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 2024-06-10
  • NC RA
    APPROVED
    Since 2024-06-10

Branch Locations

236 E. Main Street, Lincolnton, NC 28092 • 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
Sherrill, Blake & Harrison Cpa Pa Lincolnton NC 11/2022 Present
Abby H. Champion Cpa Pc Huntersville NC 10/2013 10/2022
  • 11/2022 → Present
    Sherrill, Blake & Harrison Cpa Pa
    Lincolnton, NC
  • 10/2013 → 10/2022
    Abby H. Champion Cpa Pc
    Huntersville, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-10
  • S65 Uniform Investment Adviser Law Examination
    2024-06-10
Other Names
  • Jessica Brittain

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lincolnton, NC
FIRST CITIZENS INVESTOR SERVICES, INC. · Lincolnton, NC
FIFTH THIRD SECURITIES, INC. · LINCOLNTON, NC
GREAT VALLEY ADVISOR GROUP, LLC · Lincolnton, NC
LEONARD WEALTH MANAGEMENT, LLC · LINCOLNTON, NC
UNITED BROKERAGE SERVICES, INC · Lincolnton, NC
EDWARD JONES · LINCOLNTON, NC
MML INVESTORS SERVICES, LLC · Lincolnton, NC

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