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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-09 |
Branch Locations
5000 Airport Plaza Drive Suite 245, Long Beach, CA 90815 • United States
5000 Airport Plaza Drive, Suite 245, Long Beach, CA 90815 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2022-09-29 |
Branch Locations
One Park Plaza Suite 600, Irvine, CA 92614 • United States
1550 Airport Boulevard Suite 205, Santa Rosa, CA 95403 • United States
5000 Airport Plaza Drive, Suite 245, Long Beach, CA 90815 • United States
15338 Central Ave, Chino, CA 91710 • United States
1360 Marsh Street, San Luis Obispo, CA 93401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Life Insurance Company | Aliso Viejo | CA | 04/2014 | 08/2021 |
| Pacific Select Distributors, Inc. | Newport Beach | CA | 04/2014 | 08/2021 |
| Commonwealth Financial Network | San Diego | CA | 08/2021 | 09/2022 |
| Wealthspring | Long Beach | CA | 08/2021 | Present |
| Commonwealth Financial Network | Waltham | MA | 02/2026 | Present |
1. Fixed insurance sales; as of 2/18/2022; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Seasonal Logistics Processor, Nordstrom, Located at 3333 Bristol St, Costa Mesa, CA 92626, as of 05/31/2022; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 3. WS Tax, LLC, tax preparer, as of 7/1/2025, up to 5% of time spent during business hours. Investment related, conducted at branch.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-31 |
| S65 | Uniform Investment Adviser Law Examination | 2008-04-17 |
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