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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-06-26 |
Branch Locations
601 Court Street, Pueblo, CO 81003 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Pueblo | CO | 01/2010 | 06/2025 |
| Farther | Pueblo | CO | 06/2025 | Present |
1. Wilcoxson Wealth Management, LLC - member and 50% owner of entity created for securities business, as of 11/01/2010, 25% of time spent during business hours; conducted at branch location, investment related. 2. Wilcoxson Wealth Management, LLC. Partner and 50% owner of entity that owns investment property located at 601 Court Street, Pueblo, CO 81003, as of 11/01/2010, 5% of time spent during business hours; conducted at branch location; investment related. 3. PWW, LLC - member and part owner of entity created to purchase, sell and rent real estate properties; located in Pueblo, CO, as of 12/10/2012, 0% of time spent during business hours, not conducted at branch location, non-investment related. 4. Fixed insurance sales; as of 11/10/2021; less than 1% of time spent during business hours; conducted at branch location; investment related. 5. Co-Owner, WWMRE, LLC, an entity created for the purpose of buying and managing real estate at 601 Court St., Pueblo CO, 323 W. 20th St., Pueblo CO, and 8908 S. Pine Dr., Beulah CO, as of 11/18/2022; 2.5% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-25 |
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