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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-17 |
| OR | RA | APPROVED | 2015-02-13 |
Branch Locations
3560 Excel Drive Suite 103, Medford, OR 97504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 02/2015 | Present |
1. SISKIYOU WEALTH MANAGEMENT, LLC; CO-OWNER OF OPERATING COMPANY; INVESTMENT RELATED; CONDUCTED AT BRANCH 2. FIXED INSURANCE SALES; INVESTMENT RELATED; CONDUCTED AT BRANCH 3. ERIK K. PETERSON, LLC; ENTITY FOR SECURITIES BUSINESS; INVESTMENT RELATED; CONDUCTED AT BRANCH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-01 |
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