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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| CA | RA | APPROVED | 2021-02-22 |
Branch Locations
11209 Brockway Road Suite C-203, Truckee, CA 96161 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Thousand Oaks | CA | 09/2011 | 02/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Truckee | CA | 01/2012 | 02/2021 |
| Sierra Senior Services | Truckee | CA | 02/2013 | 01/2021 |
| Catt Community Project | Truckee | CA | 11/2013 | Present |
| Truckee Donner Chamber Of Commerce | Truckee | CA | 09/2014 | Present |
| Miller Manocchio Inc | Thousand Oaks | CA | 01/2018 | Present |
| Truckee Tahoe Bni | Truckee | CA | 10/2019 | 12/2020 |
| Truckee Dirt Riders | Truckee | CA | 11/2019 | Present |
| Commonwealth Financial Network | Waltham | MA | 02/2021 | 04/2024 |
| Pacific Crest Wealth Planning | Truckee | CA | 02/2021 | Present |
| Commonwealth Financial Network | San Diego | CA | 04/2024 | Present |
1. Fixed insurance sales; as of 02/22/2021; Less than 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Rental Shop Technician, Alpine Meadows Rental Shop, Located at 1960 Squaw Valley Rd, Olympic Valley, CA 96146, as of 4/17/2021; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 3. Co-Owner, Manocchio, Inc., a private entity established to facilitate securities, advisory, and insurance business; as of 06/01/2022; 2% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-20 |
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