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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 | 2026-03-27 |
| CA | RA | APPROVED | 2024-03-15 |
Branch Locations
2021 The Alameda Suite 225, San Jose, CA 95126 • United States
600 West Broadway Suite 3200, San Diego, CA 92101 • United States
San Mateo, 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 |
|---|---|---|---|---|
| Next Financial Group Inc | Sunnyvale | CA | 03/2009 | 03/2017 |
| Independent Financial Group | San Diego | CA | 03/2017 | 03/2024 |
| Commonwealth Financial Network | San Diego | CA | 03/2024 | Present |
| Clarity Financial Management | San Jose | CA | 03/2024 | Present |
1. Fixed insurance sales; Located at 2021 The Alameda, Suite 225, San Jose, CA 95126, as of 3/13/2024; 10% time spent during business hours; Not conducted at branch location; Investment related. 2. Co-owner, JJXR, LLC; an entity created for the purpose of managing office real estate at 2021 The Alameda, Suite 225, San Jose, CA 95126; as of 06/13/2019; 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-27 |
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