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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 | 2026-03-23 |
| CA | RA | APPROVED | 2023-10-25 |
Branch Locations
440 Stevens Avenue Suite 350, Solana Beach, CA 92075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Analysts Inc | Radnor | PA | 02/2006 | 10/2023 |
| Lincoln Investment | San Diego | CA | 06/2012 | 10/2023 |
| Mammini Company | San Diego | CA | 10/2006 | Present |
| Commonwealth Financial Network | San Diego | CA | 10/2023 | Present |
Fixed insurance sales; as of 08/01/2023; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-01-25 |
| S65 | Uniform Investment Adviser Law Examination | 2001-07-19 |
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