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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 | 2022-07-25 |
Branch Locations
5213 El Mercado Parkway Suite F, Santa Rosa, CA 95403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2018 | 02/2022 |
| Redbrick Restaurant | Petaluma | CA | 12/2017 | 06/2018 |
| Graffiti Restuarant | Petaluma | CA | 06/2012 | 12/2017 |
| Securities America, Inc. | Santa Rosa | CA | 03/2022 | 07/2022 |
| Arbor Point Advisors | Santa Rosa | CA | 03/2022 | 07/2022 |
| Commonwealth Financial Network | San Diego | CA | 07/2022 | Present |
| Censia Wealth Advisors | Santa Rosa | CA | 07/2022 | Present |
Fixed insurance sales; as of 07/25/2022; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-04 |
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