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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-07-31 |
Branch Locations
One Sugar Creek Center Boulevard Suite 150, Sugar Land, TX 77478 • United States
1550 West Bay Area Boulevard Suite 101, Friendswood, TX 77546 • United States
Pearland, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2009 | Present |
| Selah Financial Services | Friendswood | TX | 07/2009 | Present |
1. Fixed insurance sales, As of 05/26/2011; 1% of time spent during business hours, investment related; at branch location. 2. Co-Owner, Selah Financial Services, Inc; entity created to process expenses of securities business; as of 06/17/2011; less than 5% time spent during business hours; conducted at branch location; investment related 3. Co-owner; retiring FITT Systems, LLC; entity created to operate a financial education marketing system; as of 01/01/2016, 5% of time spent during business hours, investment related; conducted at branch. 4. Owner, Selah Insurance Company, Inc; a private company created to facilitate captive insurance for her business; as of 01/01/2021; 1% time spent during business hours; Conducted from branch location; Investment related. 5. Referrals to business broker; Vistage International and RMS; As of 12/29/12; 0% of time spent during business hours, conducted at branch location, not investment related. 6. Author; 52 Practical Money Tips; as of 04/28/2016; 1% of time spent during business hours, not investment related; conducted at branch. 7. Author; Crucial Retirement Questions; As of 04/28/2016; 1% of time spent during business hours; Not investment related; Conducted at branch. 8. Owner, Selah Stables, a horse boarding facility; as of 06/01/2016, 1% of time spent during business hours; not conducted at branch; not investment related. 9. Co-owner, Selah Real Estate, LLC, an entity created for the purpose of managing commercial real estate at 1550 West Bay Area Boulevard, Suite 101, Friendswood, TX 77546, as of 9/24/2025; 5% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-03 |
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