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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 |
| NY | RA | APPROVED | 2026-01-29 |
| WA | RA | APPROVED | 2018-10-09 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
420 Lexington Avenue Suite 1613, New York, NY 10170 • United States
6571 Spring Brook Ave, Rhinebeck, NY 12572 • United States
11911 Ne 1St Street Suite 306, Bellevue, WA 98005 • United States
Bellevue, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Fianancial Services, Inc | Bellevue | WA | 02/1998 | 10/2018 |
| Commonwealth Financial Network | San Diego | CA | 10/2018 | Present |
| Spectrum Financial Partners | Bellevue | WA | 10/2018 | 01/2026 |
| Longwave Financial | Bellevue | WA | 01/2026 | Present |
1. Co-Owner, Spectrum Financial Partners, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 10/01/2018; 5% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales, as an Agent; As of 10/09/2018; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. Parental Caregiver, Washington State DDA; Located at Bellevue, WA, as of 10/15/2020; Approximately 10% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-10 |
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