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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 | 2026-03-24 |
| CA | RA | APPROVED | 2018-04-20 |
Branch Locations
995 Morning Star Drive Suite A, Sonora, CA 95370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | San Luis Obispo | CA | 11/2015 | 03/2017 |
| Charles Schwab Bank | San Luis Obispo | CA | 11/2015 | 03/2017 |
| Riskalyze | Auburn | CA | 03/2017 | 04/2018 |
| Commonwealth Financial Network | Waltham | MA | 04/2018 | 08/2018 |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | Present |
1. Fixed insurance sales, as an Agent, under tghe name 'Freer Financial Services'; Less than 1% time during regular business hours; Conducted at branch; Investment related. 2. Inside Sales, Keller Williams Realty, calling prospective clients whom have expressed interest in real estate property; As of 10/08/2018; 0% time spent during regular business hours; Not conducted at branch; Not investment related. 3. Tax Preparation services under the name Daniel Clarke; as of 11/05/2019; 5% time spent during business hours; Conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-04 |
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