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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-09-20 |
Branch Locations
600 West Broadway Suite 3200, San Diego, CA 92101 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 07/2009 | 03/2022 |
| Commonwealth Financial Network | San Diego | CA | 03/2022 | Present |
Owner of rental property located in San Diego, CA, as of 2/01/2014; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-28 |
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