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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2023-04-18 |
| AZ | RA | APPROVED | 2020-08-19 |
Branch Locations
675 Tyler Street, Port Townsend, WA 98368 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chaparral Christian Church | Scottsdale | AZ | 09/2012 | Present |
| Blakeman & Associates | Scottsdale | AZ | 01/2018 | 01/2021 |
| Commonwealth Financial Network | Waltham | MA | 01/2016 | 02/2022 |
| Five Point Wealth Advisors | Scottsdale | AZ | 02/2022 | 06/2022 |
| Commonwealth Financial Network | Waltham | MA | 02/2022 | 06/2022 |
| Five Point Wealth Advisors | Scottsdale | AZ | 01/2021 | 02/2022 |
| Commonwealth Financial Network | Waltham | MA | 06/2022 | 08/2024 |
| Gale Investment Management | Port Townsend | WA | 06/2022 | 08/2024 |
| Commonwealth Financial Network | San Diego | CA | 08/2024 | Present |
| Gale Investment Management Partnered With Wealthmark | Port Townsend | WA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-22 |
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