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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| CA | RA | APPROVED | 2014-06-13 |
Branch Locations
1503 South Coast Dr. Suite 350, Costa Mesa, CA 92626 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 06/2014 | Present |
| Pacific Wealth Partners | Newport Beach | CA | 06/2014 | Present |
1. OWNER, PACIFIC WEALTH PARTNERS, A PRIVATE ENTITY ESTABLISHED TO FACILITATE SECURITIES, ADVISORY, AND INSURANCE BUSINESS; AS OF 06/13/2014; CONDUCTED AT BRANCH LOCATION; INVESTMENT RELATED. 2. FIXED INSURANCE SALES; CONDUCTED AT BRANCH LOCATION; INVESTMENT RELATED. 3. RENTAL PROPERTY; NOT CONDUCTED AT BRANCH LOCATION; NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-31 |
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