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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| IL | RA | APPROVED | 2005-09-09 |
Branch Locations
7800 North Sommer Street Suite 415, Peoria, IL 61615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2005 | Present |
| Masterplan Financial Group | Peoria | IL | 09/2005 | Present |
1. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 2. TRUSTEE OF ILLINOIS LAND TRUST CREATED TO OWN FAMILY FARM, NOT AT BRANCH LOCATION, NOT INVESTMENT RELATED. 3. HIS WORKMANSHIP CUSTOM GUNS - SOLE OWNER OF CUSTOM RIFLE MAKING COMPANY, NOT AT BRANCH LOCATION, NOT INVESTMENT RELATED. 4. MASTERPLAN FINANCIAL GROUP, INC. - VICE PRESIDENT AND PARTIAL OWNER OF ENTITY CREATED FOR SECURITIES AND INSURANCE BUSINESS, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-10 |
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