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Brian Quinn

Commonwealth Financial Network

Bend, OR

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-23
OR RA APPROVED 2023-08-03
  • TX RA
    APPROVED
    Since 2026-03-23
  • OR RA
    APPROVED
    Since 2023-08-03

Branch Locations

2838 Nw Crossing Dr. Suite 209, Bend, OR 97703 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 09/2008 10/2016
Edward Jones Saint Louis MO 11/2016 08/2023
Blueprint Wealth Advisors Bend OR 08/2023 Present
Commonwealth Financial Network San Diego CA 08/2023 Present
  • 09/2008 → 10/2016
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 11/2016 → 08/2023
    Edward Jones
    Saint Louis, MO
  • 08/2023 → Present
    Blueprint Wealth Advisors
    Bend, OR
  • 08/2023 → Present
    Commonwealth Financial Network
    San Diego, CA
Previous Registrations
  • 2017-03-24 → 2023-08-11
    Edward Jones
    Phoenix, AZ
    St Louis, MO
    Bend, OR
    Bend, OR
    Bend, OR
Other Businesses

Fixed insurance sales; as of 05/11/2023; 4% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-18
S63 Uniform Securities Agent State Law Examination 2008-11-21
  • S66 Uniform Combined State Law Examination
    2017-01-18
  • S63 Uniform Securities Agent State Law Examination
    2008-11-21
Designations
Other Names
  • Brian S Quinn

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
PROSPERA FINANCIAL SERVICES, INC.
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ELEVATION CAPITAL ADVISORY
CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CAPSTONE WEALTH MANAGEMENT GROUP, INC.
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

Other Investors

PAUL BRADLEY WATERMAN
Ryan P Jordan
JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
ELEVATION CAPITAL ADVISORY · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR

More in Bend, OR

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