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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 | 2026-03-24 |
| CA | RA | APPROVED | 2016-08-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 07/2015 | Present |
1. Owner and Landlord, rental property located in Arroyo Grande, CA; Approximately 0% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 2. Trustee for Goodhines Revocable Trust; as of 2001, 0% of time spent during business hours, Conducted at branch location; Not investment related. 3. Co-owner, SM2 Trust, LLC ; professional fiduciary services; Located at 567 Camino Mercado, Arroyo Grande, CA; as of 09/01/2019; 50% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-07-09 |
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