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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Partners | Tucson | AZ | 10/2025 | Present |
| Us Army | Manhattan | KS | 06/2014 | 11/2025 |
| Commonwealth Financial Network | Waltham | MA | 12/2025 | 04/2026 |
| Commonwealth Financial Network | Waltham | MA | 04/2026 | Present |
Fixed insurance sales; as of 1/01/2026; 1% of time spent during business hours; Conducted at branch location; Investment related. Co-owner, Liora LLC; a private entity created for event planning, party package delivery service, and phone charging bank rental services; Located at 2037 E Riviera Dr., Chandler, AZ 85249; as of 10/01/2025; 1% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-02 |
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