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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 |
| CO | RA | APPROVED | 2019-08-09 |
Branch Locations
5601 S. Broadway Blvd., Suite 404, Littleton, CO 80121 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial . Inc | Phoenix | AZ | 02/2009 | 08/2019 |
| Commonwealth Financial Network | San Diego | CA | 08/2019 | Present |
| Jay Financial Group | Littleton | CO | 08/2019 | Present |
1. Co-owner, Jay Financial Group, Inc.; a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 07/02/2019; less than 5% time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 07/02/2019; 10% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-10 |
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