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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-11 |
Branch Locations
600 West Broadway Suite 3200, San Diego, CA 92101 • United States
Poway, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cohn & Company | San Diego | CA | 11/2014 | 01/2023 |
| Independent Financial Group, Llc | San Diego | CA | 09/2020 | 01/2023 |
| Commonwealth Financial Network | San Diego | CA | 01/2023 | Present |
1. Independent Contractor, Forever Framed, mobile wedding gown preservation for J'aime Bridal, Located in Poway, CA, as of 06/2021; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 2. Health Coach, Optavia , Located in Poway, CA, as of 05/01/2017; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 3. Real estate agent with Bullock Russell Real Estate Services; Located in Poway, CA as of 2/02/2026; 0% time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-16 |
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