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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| CA | RA | APPROVED | 2019-01-15 |
Branch Locations
674 County Square Drive Suite 202, Ventura, CA 93003 • United States
4900 California Ave Tower B, 2Nd Floor, Bakersfield, CA 93309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Westlake Village | CA | 01/2008 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Ventura | CA | 07/2016 | 01/2019 |
| Mml Investors Services, Llc | Ventura | CA | 03/2017 | 01/2019 |
| Commonwealth Financial Network | San Diego | CA | 01/2019 | 12/2024 |
| Screaming Eagle Wealth Management | Ventura | CA | 01/2019 | Present |
| Commonwealth Financial Network | San Diego | CA | 01/2025 | Present |
1.Managing Member and Co-Owner, Screaming Eagle Wealth Management, LLC, a private entity established to facilitate securities, advisory, and insurance business; As of 01/01/2018; Approximately 0% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2.Fixed insurance sales, as an Agent, under the name Screaming Eagle Wealth Management; As of 01/15/2019; Approximately 2% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. Co-Owner, Dullenkopf Family Trust, an entity created for buying and managing real estate in Sunriver, OR and Ventura, CA, as of 05/01/2022; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-12 |
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