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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 | 2026-03-26 |
| CA | RA | APPROVED | 2006-09-01 |
Branch Locations
18640 Sutter Blvd. Suite 200, Morgan Hill, CA 95037 • United States
900 E. Hamilton Ave Suite 100, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2006 | Present |
| Cornerstone Investment Associates | Morgan Hill | CA | 08/2006 | Present |
Owner, Cornerstone Investment Associates, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 12/7/2022; 0% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-18 |
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