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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-12-07 |
Branch Locations
600 West Broadway Suite 3200, San Diego, CA 92101 • United States
Santee, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade | San Diego | CA | 01/2018 | 03/2018 |
| Pier 1 Imports | Olympia | WA | 10/2014 | 12/2017 |
| Boeing Employee's Credit Union | Tukwila | WA | 09/2015 | 11/2017 |
| Keller Graduate School Of Management | Chicago | IL | 03/2015 | 06/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2018 | 10/2018 |
| Independent Financial Group | San Diego | CA | 10/2018 | 11/2020 |
| Commonwealth Financial Network | San Diego | MA | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-13 |
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