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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| MN | RA | APPROVED | 2015-10-09 |
Branch Locations
991 Sibley Memorial Hwy Suite 201, Lilydale, MN 55118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 10/2015 | Present |
1. CEO and Owner, Shamrock Wealth Management, a private entity established to facilitate securities, advisory, and insurance business; as of 10/01/2015, 5% of time spent during business hours, Conducted at branch location; Investment related. 2. Fixed Insurance Sales, as of 10/01/2015, 5% of time spent during business hours, Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-26 |
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