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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 |
| CA | RA | APPROVED | 2009-02-10 |
Branch Locations
180 North Riverview Drive Suite 220, Anaheim Hills, CA 92808 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financail Network | Waltham | MA | 02/2009 | Present |
| Diversified Investment Services, Inc. | Anaheim Hills | CA | 02/2009 | Present |
1. Fixed insurance sales, as of 2008, 4% of time spent during business hours, at branch location, investment related. 2. Managing member & co-owner, Longhorn Properties LLC, an entity created for the purpose of owning and managing residential real estate in Yorba Linda, CA and Spring, TX; as of 10/03/2017; approximately 5% time spent during securities trading hours per month; not conducted at branch location; investment related. 3. E Health; Medicare product referrals; as of 12/01/21; Less than 5% of time spent during business hours; not investment related; conducted at branch.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-13 |
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