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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2016-06-01 |
Branch Locations
16300 Christensen Road Suite 205, Seattle, WA 98188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 06/2016 | 04/2021 |
| Commonwealth Financial Network | Waltham | MA | 04/2021 | Present |
| Complete Wealth Management Solutions | Seattle | WA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-18 |
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