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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 |
| AZ | RA | APPROVED | 2020-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbiz Benefits & Insurance Services, Inc. | Tucson | AZ | 01/2003 | 02/2020 |
| National Planning Corporation | Tucson | AZ | 01/2003 | 02/2020 |
| Cbiz Financial Solutions, Inc. | Tucson | AZ | 01/2005 | 02/2020 |
| Commonwealth Financial Network | San Diego | CA | 02/2020 | Present |
1. Managing Member and Co-owner, Retirement Wealth Partners LLC, a Private Entity established to facilitate Securities, advisory, and insurance Business; As of 2/3/2020; 100% of time spent during business hours; Conducted at branch; Investment related. 2. Managing Member, Schannep Siblings Texas LLC, an entity created for the purpose of owning mineral rights in Howard County, TX, as of 7/24/2018; 0% time spent during business hours; Not conducted at branch; Investment related. 3. Managing Member, Schannep Siblings Hawaii LLC, an entity created for the purpose of owning a timeshare property in Lihue, Hawaii, as of 7/24/2018; 0% time spent during business hours; Not conducted at branch; Investment related. 4. Owner, Schannep Travel Agency; Located in Tucson, AZ, as of 2002; 0% time spent during business hours; Not conducted at branch location; Not investment related. 5. Managing Member, RWP Camp Lowell Properties LLC, an entity created for the purpose of buying and managing commercial real estate in Tucson, AZ, as of 02/10/2020; Less than 1% of time spent during business hours; Conducted at branch; Investment related. 5. Fixed insurance sales; as of 02/16/2020; 1% of time spent during business hours; Conducted at branch location; Investment related. 6. Managing Member, RWP Chandler Properties, LLC, an entity created for the purpose of managing commercial real estate at 112 S Kyrene Rd, Chandler, AZ, as of 03/29/2023; 1% of time spent during business hours; Not conducted at branch; Investment related. 7. Managing Member, Schannep Timing Indicator, LLC; Holding company for personal season tickets; Located in Tucson, AZ 85718; as of 01/26/2026; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-09 |
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