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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-11 |
Branch Locations
178 Big Trees Road Suite B-1, Murphys, CA 95247 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2022 | 01/2023 |
| Sonora Union High School District | Sonora | CA | 08/2019 | 04/2022 |
| Summerville Elementary School District | Tuolumne | CA | 02/2022 | 04/2022 |
| The Journey Church, Sonora, California | Sonora | CA | 04/2018 | 01/2022 |
| Big Oak Flat/Groveland Union School District | Groveland | CA | 01/2022 | 01/2022 |
| Summerville Union High School District | Tuolumne | CA | 11/2019 | 03/2021 |
| Wixim Ministries, Inc. | El Cajon | CA | 01/2021 | 04/2022 |
| Soulsbyville School District | Soulsbyville | CA | 10/2018 | 10/2020 |
| Columbia Union School District | Columbia | CA | 09/2018 | 03/2020 |
| Jamestown Elementary School District | Jamestown | CA | 09/2018 | 10/2019 |
| Literacy First Charter School | El Cajon | CA | 05/2016 | 03/2018 |
| La Mesa-Spring Valley School District | La Mesa | CA | 10/2017 | 01/2018 |
| Christian Unified School District | El Cajon | CA | 08/2016 | 04/2017 |
| Cajon Valley Unified School District | El Cajon | CA | 08/2016 | 12/2017 |
| L.W. Blackinton & Associates, Inc. | El Cajon | CA | 05/2016 | 04/2022 |
| Don Pedro High School | La Grange | CA | 01/2022 | 01/2022 |
| Edward Jones | St Louis | MO | 01/2023 | 08/2023 |
| Commonwealth Financial | Waltham | MA | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-26 |
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