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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| CA | RA | APPROVED | 2023-11-13 |
Branch Locations
180 North Riverview Drive Suite 220, Anaheim Hills, CA 92808 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signature Resources Capital Management | Irvine | CA | 02/2016 | 05/2022 |
| Diversified Investment Services | Anaheim Hills | CA | 05/2022 | 11/2023 |
| Diversified Investment Services | Anaheim Hills | CA | 11/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2023 | Present |
1. Fixed insurance sales; as of 12/11/2024; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Tranquility Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2026; 80% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-03 |
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