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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2014-11-18 |
Branch Locations
696 Mcvey Avenue #201, Lake Oswego, OR 97034 • United States
Lake Oswego, OR • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 11/2014 | Present |
| Iron Mountain Wealth Management, Llc | Lake Oswego | OR | 02/2021 | Present |
1. Fixed insurance sales, as of 11/07/2014, 2% of time spent during business hours, Conducted at branch; Investment related. 2. Owner, DH Wealth Management, Inc., a private entity established to facilitate securities business; as of 11/07/2014, Conducted at branch; Investment related. 3. Managing Member/Co-Owner, Iron Mountain Wealth Management, LLC, a private entity est. to facilitate securities, advisory, and insurance business; As of 07/20/20; Greater than 90% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-05 |
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