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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-02 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 04/2024 |
| Osaic Wealth, Inc. | Carlsbad | CA | 09/2023 | 04/2024 |
| Commonwealth Financial Network | San Diego | CA | 05/2024 | Present |
| Terramar Wealth | Carlsbad | CA | 05/2024 | Present |
Co-Owner, Statzer Revocable Living Trust, an entity involved in buying and managing residential real estate located in Big Bear City, CA, as of 01/11/2024; 1% of time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-30 |
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