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1425 West Foothill Blvd Suite 120, Upland, CA 91786 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-09-03 |
| TX | RA | APPROVED_RES | 2025-09-03 |
Branch Locations
1425 West Foothill Blvd Suite 120, Upland, CA 91786 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/1997 | 09/2025 |
| Cunningham & Voss Financial Services | Upland | CA | 11/1997 | 09/2025 |
| Commonwealth Financial Network | Upland | CA | 05/1999 | 09/2025 |
| Clearwave Capital, Llc | Upland | CA | 09/2025 | Present |
1. SELLING GROUP AND INDIVIDUAL MEDICAL, DENTAL, FIXED LIFE, AND DISABILITY PLANS AND PRODUCTS, SPENDS 35% OF TIME ENGAGED IN ACTIVITY, INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-09 |
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