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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-21 |
Branch Locations
7447 N First Street Suite 102, Fresno, CA 93720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Wealth Advisors | Fresno | CA | 12/2010 | 04/2021 |
| Sierra Pacific Wealth Advisory Group Inc. | Fresno | CA | 05/2021 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-18 |
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