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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| CA | RA | APPROVED | 2023-01-06 |
Branch Locations
600 West Broadway Suite 3200, San Diego, CA 92101 • United States
1215 Plumas Street Suite 1502, Yuba City, CA 95991 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc | Woodbury | MN | 05/2011 | 01/2023 |
| Commonwealth Financial Network | San Diego | CA | 01/2023 | Present |
| Core Financial Group | Yuba City | CA | 01/2023 | Present |
1. Fixed insurance sales, Core Financial Group; as of 07/05/2022,1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner of rental property located in San Diego, CA, as of 2022; 1% of time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-08 |
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