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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2015-02-13 |
Branch Locations
3560 Excel Drive Suite 103, Medford, OR 97504 • 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 | San Diego | CA | 02/2015 | Present |
1. Rental property, owner, located in Central Point, OR, as of 2000, 0% of time spent during business hours, not investment related, not conducted at branch 2. Co-Owner, Siskiyou Wealth Management LLC; branch operating company; as of 02/13/2015, 5% of time spent during business hours, investment related; conducted at branch 3. Owner, Jason J. Peters, LLC, an entity created for securities and advisory business; as of 02/13/2015; approximately 40% time spent during securities trading hours per month; conducted at branch location; investment related. 4. Fixed insurance sales; as of 06/01/2021; Less than 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-08 |
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