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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 |
| WA | RA | APPROVED | 2017-10-24 |
Branch Locations
2819 Nw Kitsap Pl Suite 201, Silverdale, WA 98383 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | San Jose | CA | 08/2014 | 10/2017 |
| Thrivent Financial | Appleton | WI | 01/2015 | 10/2017 |
| Commonwealth Financial Network | Waltham | MA | 10/2017 | 07/2026 |
| Wealth Solutions By Design, Pllc | Poulsbo | WA | 06/2019 | 05/2021 |
| Wealthmark Advisors | Silverdale | WA | 05/2021 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
1. Fixed insurance sales; Located at 18697 State Highway 305 Northeast, as of 09/05/2017; Approximately 10% Time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-28 |
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