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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-10-16 |
| WA | RA | APPROVED | 2023-05-18 |
Branch Locations
157 W Hayden Ave #205, Hayden, ID 83835 • United States
2819 Nw Kitsap Pl Suite 201, Silverdale, WA 98383 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Silverdale | WA | 10/2014 | 05/2023 |
| Thrivent Financial | Appleton | WI | 07/2015 | 05/2023 |
| Commonwealth Financial Network | San Diego | CA | 05/2023 | 07/2026 |
| Wealthmark Advisors | Silverdale | WA | 05/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
1. Co-Owner of rental property located in Bremerton, WA, as of 09/23/2016; 1% of time spent during business hours; Not conducted at branch location; Investment related. 2. Fixed insurance sales; as of 05/15/2023; 10% of time spent during business hours; Conducted at branch location; Investment related. 3. Owner, Brennan Mayfield, LLC, a private entity established to facilitate insurance business; as of 11/07/2016; 10% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-29 |
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