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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-01-14 |
Branch Locations
1901 N.W. Military Suite 102, San Antonio, TX 78213 • United States
San Antonio, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| I*Financial | San Antonio | TX | 06/2013 | Present |
| Commonwealth Financial Network | Waltham | MA | 06/2013 | Present |
1. Fixed insurance sales, as an Agent, under the name 'i Financial'; Conducted at branch; Investment related. 2. Enrolled Agent and Sole Proprietor, iFile Tax Planning and Preparation Services, tax preparation, planning, IRS representation, and business valuation services; As of 10/15/19; 35% time spent during business hours; Conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-21 |
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