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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| CA | RA | APPROVED | 2017-09-29 |
Branch Locations
300 E Esplanade Drive Suite 1800, Oxnard, CA 93036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 05/2005 | 09/2017 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 06/2009 | 09/2017 |
| Commonwealth Financial Network | Waltham | MA | 09/2017 | Present |
1. Partner, President, and Co-Owner of Skeels & Fox Wealth Management, LLC, a private entity established to facilitate securities, advisory, and insurance business; As of October 2017; Approximately 90% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed Insurance Sales; Agent; 0-2 Hours during securities trading hours per week; Conducted at branch location; Investment related. 3. Owner, Rental properties; Located in Santa Paula, CA; 0-2 Hours during securities trading hours per week; Conducted at branch location; Investment related. 4. Owner, Fox Wealth Management, a private entity established to facilitate securities, advisory, and insurance business, as of 02/14/2023; 90% time spent during business hours; Conducted at branch; Investment related. 5. Co-Owner, Double LL Ranch, LLC; an entity created for the purpose of buying and managing real estate at 8221 Wheeler Canyon Rd, Santa Paula, CA 93060, as of 07/01/2025; 0% time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-26 |
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