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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 | 2026-05-26 |
| CA | RA | APPROVED | 2024-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Group Of Companies | San Marcos | CA | 10/2012 | 06/2018 |
| Unemployed | San Marcos | CA | 07/2018 | 11/2018 |
| Axa Advisors, Llc | New York | NY | 11/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2018 | 01/2021 |
| Hughes Szuberla Cpas | Oceanside | CA | 01/2021 | 07/2021 |
| Sagepoint Financial, Inc. | Carlsbad | CA | 08/2021 | 05/2024 |
| Osaic Wealth, Inc. | Carlsbad | CA | 09/2023 | 05/2024 |
| Commonwealth Financial Network | San Diego | CA | 05/2024 | Present |
| Terramar Wealth | Carlsbad | CA | 05/2024 | Present |
1. Fixed insurance sales; as of 08/2021; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. RV rental through Outdoorsy.com; Located in Vista, CA, as of 08/2021; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 3. Owner of rental property located in Vista, CA, as of 6/01/2026; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-11-30 |
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