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4705 Alta Rica Drive, La Mesa, CA 91941 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-26 |
Branch Locations
401 B Street Suite 2300, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2010 | Present |
| Manning Wealth Management, Inc. | San Diego | CA | 06/2010 | Present |
1. FIXED INSURANCE SALES, CONDUCTED AT BRANCH, INVESTMENT RELATED. 2. CRAIG V CASTANOS, CPA, OFFERING TAX AND ACCOUNTING SERVICES, CONDUCTED AT BRANCH, NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-09-01 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
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