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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-23 |
| 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 |
|---|---|---|---|---|
| Core Financial Group | Yuba City | CA | 12/2020 | 04/2024 |
| Costco | Roseville | CA | 10/2020 | 12/2020 |
| Csu Chico Financial Wellness Clinic School Of Business | Chico | CA | 05/2020 | 09/2020 |
| Csu Chico And Sierra College | Chico | CA | 08/2015 | 08/2020 |
| Rocklin Swim Team | Rocklin | CA | 03/2014 | 08/2019 |
| Rocklin High School | Rocklin | CA | 07/2017 | 05/2018 |
| Woodbury Financial Services Inc | Yuba City | CA | 01/2022 | 01/2023 |
| Commonwealth Financial | San Diego | CA | 01/2023 | 04/2024 |
| Core Financial Group | Yuba City | CA | 04/2024 | Present |
| Commonwealth Financial | San Diego | CA | 04/2024 | Present |
1. Fixed insurance sales; as of 01/06/2023; 100% of time spent during business hours; Conducted at branch location; Investment related. 2. Boys JV Water Polo Coach, Rocklin High School; Located at 5301 Victory Ln, Rocklin, CA 95765, as of 08/04/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-28 |
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