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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-23 |
| HI | RA | APPROVED | 2014-02-14 |
Branch Locations
1001 Bishop Street Suite 2650, Honolulu, HI 96813 • United States
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 |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 02/2014 | Present |
| Wealth Strategies Group | Honolulu | HI | 02/2014 | Present |
1. FIXED INSURANCE; INVESTMENT RELATED; CONDUCTED AT BRANCH. 2. OWNER, NEXUS TRUSTED ADVISORS, LLC DOING BUSINESS AS WEALTH STRATEGIES GROUP; SOLE OWNER OF OPERATING ENTITY; INVESTMENT RELATED; CONDUCTED AT BRANCH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-06 |
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