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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-09-22 |
Branch Locations
600 West Broadway Suite 3200, San Diego, CA 92101 • United States
602 N Colorado St Suite 120, Kennewick, WA 99336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Insurance Co. | Spokane | WA | 12/2000 | 03/2017 |
| Metlife Securities Inc. | Spokane | WA | 12/2000 | 03/2017 |
| Mml Investors Services, Llc | Richland | WA | 03/2017 | 09/2023 |
| Massmutual Life Insurance | Richland | WA | 07/2016 | 09/2023 |
| Commonwealth Financial Network | San Diego | CA | 09/2023 | Present |
| Pillar Financial Group | Kennewick | WA | 09/2023 | Present |
1.Owner, Invest Northwest Financial, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 09/27/2022; 100% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 09/22/2023; 10% of time spent during business hours; Conducted at branch location; Investment related. 3. Owner, INW Investments, LLC, entity created for buying & managing real estate in Cannon Beach, OR, and Richland WA, as of 03/02/2018; 1% of time spent; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-16 |
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