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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 | 2014-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed Cpa | Visalia | CA | 05/1991 | Present |
| Commonwealth Financial Network | San Diego | CA | 08/2014 | Present |
1. Fixed insurance sales, as of 2014, 2% of time spent during business hours, conducted at branch, investment related. 2. Donald Kaplan, CPA offering tax and accounting services, as of 05/01/1991, 5% of time spent during business hours, conducted at branch, not investment related. 3. Trustee for few non-firm clients, as of 06/04/2004, Less than 5% of time spent during business hours, conducted at branch, not investment related. 4. Renting property located in Cambria, CA, as owner, as of 2014, 3% of time spent during business hours, not conducted at branch, not investment related. 5. Westland Village Estates, part owner of rental real estate development, as of 2015, 1% of time spent during business hours, not conducted at branch, investment related. 6. Mirizzi Farms Inc., Secretary, Treasurer and Co-Owner of private holding company for owning and operating family citrus farm, as of 08/01/2017, 5% of time spend during business hours, not conducted at branch, not investment related. 7. Trustee; Non-securities client, Located in Visalia, CA, as of 06/05/2023; 2% time spent during business hours; conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-02 |
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