Best Investors Account Sign in
Current Employers
&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2026-08-31
TX RA APPROVED 2026-08-31
  • AK RA
    APPROVED
    Since 2026-08-31
  • TX RA
    APPROVED
    Since 2026-08-31

Branch Locations

907 University Ave, Fairbanks, AK 99709 • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-23
AK RA APPROVED 2004-02-06
  • TX RA
    APPROVED
    Since 2026-03-23
  • AK RA
    APPROVED
    Since 2004-02-06

Branch Locations

600 West Broadway Suite 3200, San Diego, CA 92101 • United States

907 University Avenue, Fairbanks, AK 99709 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 02/2004 09/2022
Commonwealth Financial Network San Diego CA 09/2022 08/2026
&Partners Nashville TN 08/2026 Present
Previous Registrations
Other Businesses

1. Co-Owner, SBS Retirement Consultants, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 01/09/2008; 90% of time spent during business hours; Conducted at branch; Investment related. 2. Member and Co-Owner, TCOB, LLC, a private entity est. as a real estate management company; as of 06/22/2007, Less than 5% of time spent during business hours, Investment related, Conducted at branch. 3. Member, Fairbanks North Star Borough Commission on Salaries & Emoluments, municipal government entity; as of 01/2009, Less than 1% of time spent during business hours, Not conducted at branch; Not investment related. 4. Member and Co-Owner, Nottingham Hill, LLC, a private entity est. as a real estate holding company; as of 04/30/2011, 0% of time spent during business hours, Not conducted at branch; Investment related. 5. Member and Part Owner, MSH, LLC, a private entity est. to own/manage a property located in Fairbanks, AK; As of 01/24/20; 1% time spent during regular business hours; Conducted at branch; Investment related. 6. Co-owner of rental property located in Kihei, HI, as of 4/01/2021; 0% time spent during business hours; Not conducted at branch location; Investment related. 7. Owner of rental property located in Fairbanks, AK, as of 10/15/2022; 0% time spent during business hours; Not conducted at branch location; Investment related. 8. Corporator, Mt. McKinley Bank; as of 10/20/2022; less than 1% time spent during business hours; located at Fairbanks, AK; Not conducted at branch location; Investment related.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-06-13
  • S63 Uniform Securities Agent State Law Examination
    2026-06-13
Designations

View on SEC IAPD

More in Fairbanks, AK

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor