Cole H Winship

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 05/2020
  University Of San Diego
  San Diego, CA
• 07/2019 → 11/2019
  Ra Capital Advisors
  San Diego, CA
• 06/2019 → 07/2019
  Sba Complete
  El Segundo, CA
• 06/2018 → 08/2018
  Halo Business Intelligence
  San Diego, CA
• 06/2016 → 08/2018
  Landay Roberts Llp
  San Diego, CA
• 06/2016 → 06/2017
  Pacific Point Capital, Inc
  San Diego, CA
• 05/2020 → 10/2020
  Thrivent Financial
  San Diego, CA
• 01/2021 → 08/2025
  Pacific Point Wealth Management, Llc
  San Diego, CA
• 08/2025 → Present
  Commonwealth Financial Network
  San Diego, CA
• 09/2024 → 08/2025
  Tech 2U
  San Diego, CA
• 09/2024 → Present
  University Of San Diego
  San Diego, CA

Previous Registrations

• 2022-02-27 → 2024-05-21
  Pacific Point Advisors, Llc
  San Diego, CA
• 2020-08-03 → 2020-11-10
  Thrivent Investment Management Inc.
  Del Mar, CA
  Scottsdale, AZ

Exams

• S66 Uniform Combined State Law Examination
  2020-07-31

Other Names

• Cole Winship
• Cole Henry Winship