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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Circle Financial | Grass Valley | CA | 08/2019 | 04/2022 |
| Green Seam Designs | Bozeman | MT | 10/2016 | 08/2019 |
| Montana Ale Works | Bozeman | MT | 10/2016 | 02/2017 |
| Meridian Land Surveying | Bozeman | MT | 05/2016 | 09/2016 |
| United States Air Force | San Antonio | TX | 09/2016 | 10/2016 |
| Full Circle Financial | Grass Valley | CA | 04/2022 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2022 | Present |
1. Tax Preparation & Bookkeeping, Full Circle Financial; as of 08/12/2019; 30% of time spent during business hours; Conducted at branch; Not investment related. 2. Fixed insurance sales; as of 11/01/2025; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-28 |
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