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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| CA | RA | APPROVED | 2012-07-25 |
Branch Locations
2234 Longport Court Suite 110, Elk Grove, CA 95758 • United States
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 | Waltham | MA | 07/2012 | Present |
| Paragon Financial Services | Sacramento | CA | 07/2012 | Present |
1. Paragon Financial Services, as insurance agent selling fixed insurance products, conducted at branch, investment related. 2. Bryan Chew and Associates, Owner of private entity created as operating company for payroll tax purposes, conducted at branch, investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-05-30 |
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