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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 | 2026-03-24 |
| UT | RA | APPROVED | 2012-02-15 |
Branch Locations
375 E Riverside Dr. Ste# 100, St. George, UT 84790 • United States
Sciacca • Italy
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 | Waltham | MA | 02/2012 | Present |
| Wyson Financial | St. George | UT | 02/2012 | Present |
1. Lan Development Corporation dba Wyson Financial - CEO and Owner of operating company for securities and insurance business, as of 01/01/1991, 100% of time spent during business hours, conducted at branch, investment related. 2. Fixed insurance sales, as of 02/01/2012, 1% of time spent during business hours, conducted at branch location, investment related. 3. Wy-Sky, LLC - member of entity created to own airplane, as of 08/01/2007, 0% of time spent during business hours, not at branch location, not investment related. 4. Wy-Fi, LLC - member of entity created to own and rent space in branch office building and airplane hangar, as of 03/29/2010, 1% of time spent during business hours, conducted at branch, not investment related. 5. Wy-Scape, LLC - member of real estate holding company, as of 03/29/2010, 0% of time spent during business hours, not at branch location, not investment related. 6. 21 Financial Myths - author of book about finances; as of 08/30/2005, 100% of time spent during business hours, conducted at branch, investment related. 7. Lan Development Corp. DBA UleBwise Publishing; President and Owner; author and publisher of children's books, located in St. George, UT; as of 03/15/2018, 2% of time spent during business hours, Not Investment Related. 8. Owner, Rambutan Capital, LLC, an entity created for the purpose of buying and managing residential real estate in Santa Clara, UT, as of 03/10/2021; 0% of time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-19 |
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