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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-08-10 |
Branch Locations
600 West Broadway Suite 3200, San Diego, CA 92101 • United States
4715 Viewridge Ave Suite 250, San Diego, CA 92123 • United States
Poway, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Netwrok | San Diego | CA | 03/2008 | Present |
1. Selling fixed insurance products as insurance agent, conducted at branch, investment related. 2. Advisor, Focal AI, consulting firm; Located in Poway, CA, as of 07/08/2024; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-03 |
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