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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-01-03 |
Branch Locations
3093 Citrus Circle #150, Walnut Creek, CA 94598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Ins. Co. | Walnut Creek | CA | 09/1999 | 06/2017 |
| Metlife Securities, Inc. | Walnut Creek | CA | 09/1999 | 06/2017 |
| Mml Investors Services, Llc | Walnut Creek | CA | 03/2017 | 06/2017 |
| Commonwealth Financial Network | San Diego | CA | 06/2017 | Present |
1. Owner & President, Viewpoint Financial Network Corporation; a private entity established to facilitate securities, advisory, and insurance business; as of 6/26/2024; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-03 |
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