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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-30 |
| CA | RA | APPROVED | 2015-04-01 |
Branch Locations
1040 W Kettleman Lane Suite 1B #1031, Lodi, CA 95240 • United States
291 S Preston Rd Suite 440-3, Prosper, TX 75078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 03/2015 | 11/2019 |
| Commonwealth Financial Network | San Diego | CA | 11/2019 | Present |
1. Fixed insurance sales; as of 12/08/2020; 3% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Your Dedicated Fiduciary, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2023; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-07 |
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