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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 |
| CA | RA | APPROVED | 2023-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Inc | Fresno | CA | 03/2016 | 10/2022 |
| Principal Life Insurance Co | Fresno | CA | 11/2013 | 10/2022 |
| Commonwealth Financial Network | San Diego | CA | 01/2023 | Present |
| Elevare Advisors | Clovis | CA | 01/2023 | Present |
1. Fixed insurance sales; as of 01/18/2023; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Elevare Advisors, Inc., a private entity established to facilitate securities, advisory, and insurance business; as of 01/18/2023; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Subleasing branch office space to multiple advisors; Located in Fresno, CA; as of 8/10/2026; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-20 |
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