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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-20 |
Branch Locations
18697 State Highway 305 Northeast, Poulsbo, WA 98370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cigna | Pittsburgh | PA | 01/2015 | 12/2020 |
| New York Life | Pittsburgh | PA | 01/2021 | 12/2021 |
| Saxony House Furniture | Worthington | PA | 12/2021 | 09/2025 |
| Wealth Solutions...BY Design, Llc | Poulsbo | WA | 09/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-17 |
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