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Advisor at COMMONWEALTH FINANCIAL NETWORK
Annapolis, MD | WALTHAM, MA | PRINCE FREDERICK, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Mar 10, 2014 | n/a | yes | WALTHAM, MA|PRINCE FREDERICK, MD|Annapolis, MD | Current employment |
| CALVERT WEALTH MANAGEMENT, INC. | Independent wealth | Jan 22, 2009 | Aug 27, 2014 | no | DUNKIRK, MD | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 5, 2008 | Jan 14, 2010 | no | HUNTINGTOWN, MD | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CALVERT WEALTH MANAGEMENT, INC. | COMMONWEALTH FINANCIAL NETWORK | Aug 27, 2014 | Mar 10, 2014 | -170 | Firm change after gap | Other |
| LPL FINANCIAL LLC | CALVERT WEALTH MANAGEMENT, INC. | Jan 14, 2010 | Jan 22, 2009 | -357 | Firm change after gap | Other |