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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| CA | RA | APPROVED | 2025-01-13 |
Branch Locations
11209 Brockway Road Suite C-203, Truckee, CA 96161 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William W Austin | Truckee | CA | 05/2016 | 05/2019 |
| Lpl Financial, Llc | San Mateo | CA | 05/2019 | 11/2019 |
| Vantage | San Mateo | CA | 05/2019 | 11/2019 |
| Town Of Truckee | Truckee | CA | 11/2016 | Present |
| Facet Wealth | Truckee | CA | 02/2020 | 05/2021 |
| Commonwealth Financial Network | San Diego | CA | 01/2025 | Present |
| Pacific Crest Wealth Planning | Truckee | CA | 01/2025 | Present |
1. Personal Financial Councilor with Magellan Federal providing general financial information; Located at 2800 Shirlington Road, Suite 350, Arlington, VA; As of 08/01/2024; 2% of time spent; Not conducted at branch; Not investment related. 2. Notary Public; Located in Truckee, CA, as of 09/10/2024; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 3. Owner, J. Abrams Enterprises, Inc.; a private entity established to facilitate securities, advisory, and insurance business; Located in Truckee, CA 96161; as of 12/08/2025; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-02 |
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