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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2002-07-30 |
Branch Locations
121 Edinburgh South Suite 208, Cary, NC 27511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | Cary | NC | 01/1995 | 09/2022 |
| Keystone Financial Partners | Cary | NC | 06/1999 | 09/2023 |
| Commonwealth Financial Network | Waltham | MA | 09/2022 | 09/2023 |
| Commonwealth Financial Network | Waltham | MA | 09/2023 | Present |
1.KEYSTONE FINANCIAL PARTNERS, LLC, OWNER OF PRIVATE ENTITY CREATED AS OPERATING COMPANY FOR SECURITIES, ADVISORY, AND INSURANCE BUSINESS, CONDUCTED AT BRANCH, INVESTMENT RELATED. 2. SELLING FIXED INSURANCE PRODUCTS UNDER NAME KEYSTONE FINANCIAL PARTNERS, CONDUCTED AT BRANCH, INVESTMENT RELATED. 3. THE SENIOR RESOURCE ALLIANCE OF THE TRIANGLE, FOUNDER AND MANAGING MEMBER OF PROFESSIONAL NETWORKING GROUP, NOT CONDUCTED AT BRANCH, NOT INVESTMENT RELATED. 4. Member and photographer with photography group, 'The Focus'. Not investment related. Not conducted from branch location. 5. Course instructor at Osher Lifelong Learning Institute, North Carolina State University. Investment related. Conducted from branch location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-28 |
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