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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 |
| AZ | RA | APPROVED | 2014-05-01 |
Branch Locations
60 E Rio Salado Parkway Suite 900, Tempe, AZ 85281 • United States
Chandler, AZ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2014 | Present |
| Seacat Financial Services | Tempe | AZ | 04/2014 | 05/2023 |
| Rs Wealth Management | Tempe | AZ | 05/2023 | Present |
RS Wealth Management, as insurance agent selling fixed insurance products, spends 1% of time during market hours, conducted at branch, investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-18 |
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