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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 | 2026-03-24 |
| OR | RA | APPROVED | 2007-03-02 |
Branch Locations
10220 Sw Greenburg Road Suite 250, Portland, OR 97223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2007 | Present |
| Canyon Financial Group | Portland | OR | 03/2007 | Present |
1. Co-owner & Partner, Canyon Financial Group LLC dba CFG Wealth Management; a private entity established to facilitate securities, advisory, and insurance business; as of 3/04/2022; 100% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 06/1998, 2% of time spent during business hours; conducted from branch location; investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-31 |
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