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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-13 |
Branch Locations
4715 Viewridge Ave Suite 250, San Diego, CA 92123 • United States
Vista, CA • 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 |
|---|---|---|---|---|
| First Allied Securities | San Diego | CA | 03/2014 | 09/2019 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 03/2015 | 09/2019 |
| Cetera Investment Services Llc | Saint Cloud | MN | 05/2016 | 09/2019 |
| Girard Securities, Inc. | San Diego | CA | 10/2015 | 11/2017 |
| Cetera Advisors Llc | Denver | CO | 05/2016 | 09/2019 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 05/2016 | 09/2019 |
| Vsr Financial Services, Inc. | Overland Park | KS | 06/2016 | 11/2016 |
| Summit Brokerage Services, Inc. | Boca Raton | FL | 06/2017 | 09/2019 |
| Independent Financial Group | San Diego | CA | 09/2019 | 08/2020 |
| Sagepoint Financial, Inc. | Phoenix | AZ | 08/2020 | 12/2021 |
| Commonwealth Financial Network | San Diego | CA | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-04 |
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