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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-21 |
| TX | RA | APPROVED | 2016-11-04 |
Branch Locations
Wickenburg, AZ • United States
12222 Merit Drive Suite 1180, Dallas, TX 75251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mpact | Dallas | TX | 12/2011 | Present |
| Commonwealth Financial Network | San Diego | CA | 11/2016 | Present |
1. Fixed insurance sales, as of 2016, 5% of time spent during business hours, Investment related, conducted from branch location. 2. Part-owner of Mpact Financial Group, LLC, doing business as 'MPact Financial & Insurance Services', entity created to facilitate securities, advisory, and insurance business, as of 2013, 25% of time spent during business hours, Investment related, conducted from branch location. 3. Owner and director of 'Kim Z Tillinghast Investment Services', entity created for conducting personal accounting and tax returns, as of 01/31/2012, 3% of time spent during business hours, Not investment related, conducted from branch location. 4. Accounting for family members; Located in Irving, TX, as of 11/22/2023; 10% of time spent during business hours; Not conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-16 |
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