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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 | 2026-03-26 |
| HI | RA | APPROVED | 2015-05-29 |
Branch Locations
1001 Bishop Street Suite 2650, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 05/2015 | Present |
| Wealth Strategies Group | Honolulu | HI | 05/2015 | Present |
1. Fixed insurance sales, as an Agent, under the name 'Wealth Strategies Group'; As of 06/01/15; 1% time spent during regular business hours; Conducted at branch; Investment related. 2. Co-Owner of rental property located in Honolulu, HI, as of 07/31/2021; Less than 1% of time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-05 |
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