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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| CA | RA | APPROVED | 2012-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2012 | Present |
| Paragon Financial Services | Sacramento | CA | 07/2012 | 12/2022 |
| Viewpoint Wealth Planning | Roseville | CA | 12/2022 | Present |
1.Fixed insurance sales; as of 2012, 5% of time spent during business hours; conducted from the branch office; investment related. 2.Real estate rental; owner of 3 single family homes located in Sacramento, CA; as of 2012, 5% of time spent during business hours, not conducted from the branch office; not investment related 3. . Co-Owner of rental property located in Sacramento, CA, as of 05/04/2023; 0% time spent during business hours; Not conducted at branch location; Investment related. 4. Trustee for The Amy Fong Trust; family related; Located in Roseville, CA, as of 10/11/2024; 1% of time spent during business hours; Not conducted at branch location; Not investment related. 5. Trustee for The Genevieve C. Eaton Trust; non-immediate family; Located in Roseville, CA, as of 10/11/2024; 1% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-08 |
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