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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-10-21 |
Branch Locations
12636 High Bluff Drive Suite 400, San Diego, CA 92130 • United States
25096 Jefferson Ave Suite C-2, Murrieta, CA 92562 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | San Diego | CA | 10/2014 | 10/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | San Diego | CA | 10/2014 | 10/2020 |
| Commonwealth Financial Network | San Diego | CA | 10/2020 | Present |
| Lago Wealth Management | San Diego | CA | 10/2020 | Present |
Fixed insurance sales; as of 10/21/2020; 5% time spent during business hours; conducted at branch location; not investment related. 2. Owner, Lago Wealth Management, LLC; Private Entity established to facilitate Securities, advisory, and insurance Business; as of 10/21/2020; less than 5% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-12 |
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