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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 | 2026-03-24 |
| CA | RA | APPROVED | 2008-01-09 |
Branch Locations
63 South Washington Street Suite A, Sonora, CA 95370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller Financial Design | Sonora | CA | 09/2006 | 08/2020 |
| Commonwealth Financial Network | San Diego | CA | 02/2007 | Present |
| Clear Peak Financial | Sonora | CA | 08/2020 | Present |
1. Sierra Village Water Company - secretary of the board of directors, as of 09/01/1982, 0% of time spent during business hours, located in Sierra Village, CA, not at branch location, not investment related. 2. Fixed insurance sales, as of 03/18/2008, 2% of time spent during business hours, at branch location, investment related. 3. DoTerra oils; sales; as of 05/03/2013, 0% of time spent during business hours, located in Sierra Village, CA, not investment related; not conducted at branch. 4. Member, Lifewave; selling health products; Located in Sierra Village, CA, as of 1/12/2024; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-21 |
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