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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 | 2026-03-25 |
| MO | RA | APPROVED | 2013-01-16 |
Branch Locations
425 N. New Ballas Rd Suite 205 & 204, Creve Coeur, MO 63141 • United States
Saint Louis, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 01/2013 | Present |
| Triad Financial Group | Creve Coeur | MO | 01/2013 | Present |
1. Fixed Insurance Sales, as an Agent, under the name Triad Financial Group, LLC; Conducted at branch location; Investment related. 2. Vice President and Co-Owner, L&F Group, Inc., a private entity established as an operating company for securities, advisory, and insurance business; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-21 |
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