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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-07-08
  • WA RA
    APPROVED
    Since 2019-07-08

Branch Locations

4520 Intelco Loop Se Suite 1-E, Lacey, WA 98503 • 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
Weinand Financial Lacey WA 05/2016 06/2018
Kms Financial Seattle WA 04/2018 06/2018
Casualty Loss Consultants Lacey WA 06/2018 12/2018
Unemployed Oakville WA 01/2019 07/2019
Commonwealth Financial Network San Diego CA 07/2019 Present
Pillar Financial Group Lacey WA 07/2019 Present
  • 05/2016 → 06/2018
    Weinand Financial
    Lacey, WA
  • 04/2018 → 06/2018
    Kms Financial
    Seattle, WA
  • 06/2018 → 12/2018
    Casualty Loss Consultants
    Lacey, WA
  • 01/2019 → 07/2019
    Unemployed
    Oakville, WA
  • 07/2019 → Present
    San Diego, CA
  • 07/2019 → Present
    Pillar Financial Group
    Lacey, WA
Previous Registrations
  • 2022-02-08 → 2025-09-26
    Pillar Financial Group
    Lacey, WA
  • 2018-04-03 → 2018-06-08
    Kms Financial Services, Inc.
    Lacey, WA
  • 2014-10-07 → 2016-04-12
    Tempe, AZ
    Oakville, WA
    Tempe, AZ
    Lacey, WA
Other Businesses

Fixed insurance sales; Investment related; 4520 Intelco Loop SE 1-E, Lacey, WA 98503, Insurance, Agent, Start date-7/24/2019; 10% time spent during business hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-09-05
  • S66 Uniform Combined State Law Examination
    2014-09-05
Designations

View on SEC IAPD

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