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656 N. Miller St., Wenatchee, WA 98801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-03-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 03/2007 | 03/2024 |
| Telos Wealth Management, Llc | Wenatchee | WA | 03/2007 | 03/2024 |
| Telos Wealth Management, Llc | Wenatchee | WA | 04/2024 | Present |
Managing Member and Co-Owner, Telos Real Estate Holdings, LLC, a private entity established to own and manage a commercial office property located at 656 N. Miller St., Wenatchee, WA 98801; As of 07/02/2018; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-04 |
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