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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-09-26 |
| CA | RA | APPROVED | 2020-09-02 |
Branch Locations
275 Wyman Street, Ste. 400, Waltham, MA 02451 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 03/2018 | 08/2020 |
| Massmutual | San Diego | CA | 10/2017 | 02/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2017 | 09/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2017 | 03/2017 |
| Copa Vida | San Diego | CA | 10/2016 | 07/2017 |
| Financial Network Of Santa Barbara | Santa Barbara | CA | 05/2014 | 09/2016 |
| Santa Barbara Roasting Company | Santa Barbara | CA | 04/2016 | 09/2016 |
| Commonwealth Financial Network | San Diego | CA | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-05 |
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