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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-04-30 |
Branch Locations
1550 West Bay Area Boulevard Suite 101, Friendswood, TX 77546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Selah Financial Services | Friendswood | TX | 03/2012 | Present |
| Commonwealth Financial Network | Waltham | MA | 03/2012 | Present |
1. Co-owner, a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 01/01/2019; less than 5% time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 07/01/2019; less than 5% time spent during business hours; Conducted at branch location; Investment related. 3. Co-owner; retiring FITT Systems, LLC; entity created to operate a financial education marketing system; investment related; conducted at branch. 4. Author; 52 Practical Money Tips; as of 04/28/2016; not investment related; conducted at branch. 5. Author; Crucial Retirement; As of 04/28/2016; Questions; Not investment related; Conducted at branch. 6. Co-owner, Selah Real Estate, LLC, an entity created for the purpose of managing commercial real estate at 1550 West Bay Area Boulevard, Suite 101, Friendswood, TX 77546, as of 9/24/2025; 5% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-28 |
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