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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| WA | RA | APPROVED | 2024-03-04 |
Branch Locations
421 West Riverside Suite 725, Spokane, WA 99201 • United States
600 West Broadway Suite 3200, San Diego, CA 92101 • 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 |
|---|---|---|---|---|
| Msi Financial | Spokane | WA | 08/2016 | 03/2017 |
| Mml Investors Services, Llc | Spokane | WA | 03/2017 | 02/2024 |
| Massmutual Life Insurance Company | Spokane | WA | 08/2016 | 02/2024 |
| Commonwealth Financial Network | San Diego | CA | 02/2024 | Present |
| Pillar Financial Group | Spokane | WA | 02/2024 | Present |
1. Fixed insurance sales; as of 01/01/2024; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Spokane Small Business Benefits, LLC; a private entity established to facilitate insurance business; as of 06/27/2018; 10% time spent during business hours; Conducted at branch; Investment related. 3. Fixed insurance referrals; as of 05/20/2024; 10% of time spent during business hours; Conducted at branch location; Investment related. 4. Subleasing office space located in Spokane, WA, as of 05/28/2024; 1% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-22 |
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