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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| TN | RA | APPROVED | 2007-10-19 |
Branch Locations
5409 Maryland Way Suite 110, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2007 | Present |
| Brentwood Financial Partners | Brentwood | TN | 12/2013 | Present |
1. Fixed insurance sales; as of 02/1987, 10% time spent during business hours; conducted at branch location; investment related. 2. Wilson Financial Group, LLC, dba: Brentwood Financial Partners; president and chief manager; entity created for securities business; as of 02/1987, 10% time spent during business hours; conducted at branch location; investment related. 3. Wilson Financial Group, LLC, dba: Brentwood Financial Partners; subleasing office space; 0% time spent during business hours; not investment related; conducted at branch location. 4. Co-Owner of commercial rental property located in Columbia, TN, as of 07/01/2022; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-01 |
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