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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-01-06 |
Branch Locations
1215 Plumas Street Suite 1502, Yuba City, CA 95991 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Pittsburgh | PA | 08/2011 | 04/2020 |
| Doordash | Elk Grove | CA | 05/2020 | 11/2020 |
| Amazon | Sacramento | CA | 11/2020 | 12/2020 |
| Core Financial Group | Yuba City | CA | 12/2020 | 03/2024 |
| Woodbury Financial Services Inc | Yuba City | CA | 12/2021 | 01/2023 |
| Commonwealth Financial | San Diego | CA | 01/2023 | 03/2024 |
| Commonwealth Financial Network | San Diego | CA | 03/2024 | Present |
| Core Financial Group | Yuba City | CA | 03/2024 | Present |
Fixed insurance sales; as of 01/06/2023; 100% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-25 |
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