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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2014-11-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clever Works, Llc & Creativity Works, Llc. | Overland Parks | KS | 08/2005 | Present |
| Commonwealth Financial Network | San Diego | CA | 11/2014 | Present |
1. CLEVER WORKS, LLC, CO-OWNER WITH SPOUSE OF PRIVATE ENTITY CREATED TO HOLD AND SELL PATENTS HELD UNDER BUSINESS NAME SLEEPELVATION.COM, NOT CONDUCTED AT BRANCH, NOT INVESTMENT RELATED. 2. FULL FOCUS FINANCIAL GROUP, LLC., OWNER, OPERATING COMPANY, CONDUCTED AT BRANCH, INVESTMENT RELATED. 3. FULL FOCUS FINANCIAL GROUP, LLC - DBA FOR FIXED INSURANCE; OWNER. INVESTMENT RELATED; CONDUCTED AT BRANCH. 4. FULL FOCUS FINANCIAL GROUP, LLC 401(K) - TRUSTEE FOR FIRM'S 401(K); INVESTMENT RELATED; CONDUCTED AT BRANCH. 5. CO-OWNER, PACE HOLDING, LLC, AN ENTITY CREATED FOR THE PURPOSE OF BUYING AND MANAGING REAL ESTATE IN OVERLAND PARK, KS, AS OF 5/19/2022; LESS THAN 5% OF TIME SPENT DURING BUSINESS HOURS; NOT CONDUCTED AT BRANCH; INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-23 |
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