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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-11 |
Branch Locations
178 Big Trees Road Suite B-1, Murphys, CA 95247 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2014 | 08/2023 |
| Commonwealth Financial Network | San Diego | CA | 08/2023 | Present |
| Sierra Family Wealth | Murphys | CA | 08/2023 | Present |
1. Fixed insurance sales; as of 02/23/2023; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Krutsinger Farms, involved in commercial wine grape production, Located in Sonora, CA, as of 2020; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2008-04-28 |
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