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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 | 2026-03-23 |
| CA | RA | APPROVED | 2018-05-22 |
Branch Locations
28202 Cabot Road Suite 300, Laguna Niguel, CA 92677 • United States
Mission Viejo, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Laguna Niguel | CA | 06/1994 | 05/2018 |
| Commonwealth Financial Network | San Diego | CA | 05/2018 | Present |
| Coastal Wealth Inc. | Laguna Niguel | CA | 05/2018 | 12/2022 |
1. Fixed insurance sales; as of 05/22/2018; Approximately 10% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Co-Owner of 2 rental properties located in Steamboat Springs, CO; Less than 1% of time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-07-29 |
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