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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2017-11-13 |
Branch Locations
7651 Shaffer Parkway B1, Littleton, CO 80127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Billings | MT | 08/2013 | 09/2017 |
| Commonwealth Financial Network | Waltham | MA | 10/2017 | 08/2020 |
| Commonwealth Financial Network | Waltham | MA | 08/2020 | Present |
| Independent Wealth Strategies | Littleton | CO | 06/2022 | Present |
Fixed insurance sales; as of 09/23/2020; 5% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-28 |
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