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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-24 |
Branch Locations
600 West Broadway Suite 3200, San Diego, CA 92101 • United States
6200 Village Parkway Ste 200, Dublin, CA 94568 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Alamo | CA | 05/2014 | 01/2025 |
| Commonwealth Financial Network | San Diego | CA | 01/2025 | Present |
| Aegis Consulting | Dublin | CA | 01/2025 | Present |
Fixed insurance sales; as of 1/24/2025; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-09 |
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