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Shannon Clancy

Commonwealth Financial Network

Coronado, CA

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-04
  • CA RA
    APPROVED
    Since 2026-03-04

Branch Locations

1013 Park Place, Coronado, CA 92118 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Quattro Consulting, Llc Coronado CA 06/2015 03/2019
Anaheim Family Ymca Anaheim CA 10/2018 06/2019
Ribbonsport Coronado CA 06/2015 12/2016
Coronado Historical Association Coronado CA 09/2019 09/2023
Plan To Prosper Coronado CA 01/2021 Present
  • 06/2015 → 03/2019
    Quattro Consulting, Llc
    Coronado, CA
  • 10/2018 → 06/2019
    Anaheim Family Ymca
    Anaheim, CA
  • 06/2015 → 12/2016
    Ribbonsport
    Coronado, CA
  • 09/2019 → 09/2023
    Coronado Historical Association
    Coronado, CA
  • 01/2021 → Present
    Plan To Prosper
    Coronado, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-27
  • S66 Uniform Combined State Law Examination
    2026-02-27

View on SEC IAPD

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Other Offices

TRIVANT CUSTOM PORTFOLIO GROUP LLC · SAN DIEGO, CA
SILVIA MCCOLL WEALTH MANAGEMENT, LLC · SAN DIEGO, CA
RICE HALL JAMES & ASSOCIATES LLC · SAN DIEGO, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SAN DIEGO, CA
UBS FINANCIAL SERVICES INC. · SAN DIEGO, CA
UBS FINANCIAL SERVICES INC. · SAN DIEGO, CA
COMMONWEALTH FINANCIAL NETWORK · SAN DIEGO, CA
WELLS FARGO CLEARING SERVICES, LLC · SAN DIEGO, CA

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