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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-04-16 |
Branch Locations
600 West Broadway Suite 3200, San Diego, CA 92101 • United States
7710 N Fm 620 Rd Bldg 13C Unit 210, Austin, TX 78726 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | TX | 04/2014 | Present |
1. Owner, Allfluent Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2014, 100% of time spent during business hours, Conducted at branch location; Investment related. 2. Fixed insurance sales, as of 2014, 2% of time spent during business hours, Conducted at branch location; Investment related. 3. Author of the book 'Retirement Test Run'; as of 06/15/2017, 5% of time spent during business hours, Conducted at branch location; Investment related. 4. Author of book "Retiring on Purpose;" ; Located in Austin, TX, as of 2/14/2025; 1% of time spent during business hours; Not conducted at branch location; Investment related. 5. Co-Owner, GEN4727, LLC, Ownership through McKeehan Family Limited Partnership, An entity created for the purpose of buying and managing real estate, Located in Austin, TX, as of 12/19/2022; 1% of time spent during business hours; Not Conducted at branch; Investment related. 6. Co-owner, McKeehan Family Limited Partnership; Located in Austin and Georgetown, TX; as of 01/01/2023; 1% of time spent during business hours; Not Conducted at branch location; Not Investment related. 7. Co-owner, McKeehan GP, LLC; Located in Austin, TX; as of 01/01/2023; 1% of time spent during business hours; Not Conducted at branch location; Not Investment related. 8. Co-Owner, GEN4727, LLC Series 7710 N FM 620, an entity created for the purpose of buying and managing commercial real estate, Located in Austin, TX as of 09/12/2023; 1% of time spent during business hours; Not Conducted at branch; Investment related. 9. Co-owner, Series A, a Series of GEN4727, LLC; an entity created for the purpose of owning real estate in Austin, TX, as of 5/06/2025; 1% time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-01 |
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