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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| NV | RA | APPROVED | 2024-07-10 |
| CA | RA | APPROVED | 2008-02-04 |
Branch Locations
950 Glenn Drive Suite 230, Folsom, CA 95630 • United States
Gardnerville, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers | Folsom | CA | 03/1990 | Present |
| Leslie Roper Day & Associates | Folsom | CA | 02/2008 | Present |
| Commonwealth Financial Network | Waltham | MA | 02/2008 | Present |
1. Fixed insurance sales, as of 02/01/2008, 2% of time spent during business hours, Conducted at branch location, investment related. 2. Co-owner, Leslie Roper Day & Associates, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2021; 100% of time spent during business hours; conducted at branch; investment related. 3. Subleasing office space; as of 2011, 0% of time spent during business hours; conducted at branch; investment related. 4. Co-Owner, Daytime Holdings, LLC; an entity created for the purpose of buying and managing residential real estate at 116 Bittercreek Drive, Folsom, CA 95630, as of 07/15/2024; 1% time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-09 |
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