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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-06 |
Branch Locations
600 West Broadway Suite 3200, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Associate Staffing | Salt Lake City | UT | 08/2018 | 01/2019 |
| Wells Fargo Clearing Services Llc | Salt Lake City | UT | 08/2018 | 02/2019 |
| Grandex Inc. | Austin | TX | 01/2016 | 06/2018 |
| Postmates | Salt Lake City | UT | 07/2018 | 08/2018 |
| First Financial Merchant Services | Medina | MN | 01/2018 | 05/2018 |
| Wolfnest Real Estate And Property Management | Sandy | UT | 02/2017 | 12/2017 |
| University Of Utah | Salt Lake City | UT | 01/2014 | 05/2017 |
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 03/2019 | 05/2020 |
| Td Ameritrade | San Diego | CA | 06/2020 | 09/2020 |
| Madison Avenue Securities, Llc | San Diego | CA | 10/2020 | 08/2021 |
| Fidelity Investments | Salt Lake City | UT | 08/2021 | 07/2023 |
| Commonwealth Financial Network | San Diego | CA | 07/2023 | 10/2025 |
| Commonwealth Financial Network | San Diego | CA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-04 |
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