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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 | 2024-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Carlsbad | CA | 01/2009 | 09/2023 |
| Icm Private Client Group | Carlsbad | CA | 07/2014 | 01/2020 |
| Terramar Wealth | Carlsbad | CA | 02/2020 | Present |
| Terramar Wealth | Carlsbad | CA | 06/2014 | Present |
| Osaic Wealth, Inc. | Carlsbad | CA | 09/2023 | 05/2024 |
| Commonwealth Financial Network | San Diego | CA | 05/2024 | Present |
1. Fixed insurance sales; as of 05/01/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Terramar Wealth, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 05/01/2024; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Owner of rental property located in Carlsbad, CA, as of 05/06/2024; 0% of time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-15 |
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