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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-05-13 |
| OR | RA | APPROVED | 2020-10-30 |
Branch Locations
1015 Adams Avenue, Lagrande, OR 97850 • United States
Weatherford, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc | Seattle | WA | 10/2008 | 10/2020 |
| Commonwealth Financial Network | San Diego | CA | 10/2020 | Present |
| Leithner Financial Group, Llc | La Grande | OR | 10/2020 | Present |
1. Fixed insurance sales; as of 10/30/2020 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Leithner Financial Group, LLC, a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 10/01/2020; Less than 5% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-07 |
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