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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| CA | RA | APPROVED | 2020-01-06 |
Branch Locations
11209 Brockway Road Suite C-203, Truckee, CA 96161 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Truckee | CA | 05/2016 | 01/2020 |
| Commonwealth Financial Network | Waltham | MA | 01/2020 | 04/2024 |
| Pacific Crest Wealth Planning | Truckee | CA | 01/2020 | Present |
| Commonwealth Financial Network | San Diego | CA | 04/2024 | Present |
1.Fixed insurance sales, as an Agent, under the name 'Pacific Crest Wealth Planning'; As of 1/3/2020; 1% time spent during regular business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-11 |
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