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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-04-20
  • WA RA
    APPROVED
    Since 2026-04-20

Branch Locations

18697 State Highway 305 Northeast, Poulsbo, WA 98370 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2015 → 12/2020
    Cigna
    Pittsburgh, PA
  • 01/2021 → 12/2021
    New York Life
    Pittsburgh, PA
  • 12/2021 → 09/2025
    Saxony House Furniture
    Worthington, PA
  • 09/2025 → Present
    Wealth Solutions...BY Design, Llc
    Poulsbo, WA
  • 09/2025 → Present
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-17
  • S66 Uniform Combined State Law Examination
    2026-04-17

View on SEC IAPD

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