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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| CA | RA | APPROVED | 2017-09-29 |
Branch Locations
300 E Esplanade Drive Suite 1800, Oxnard, CA 93036 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Girard Securities, Inc. | San Diego | CA | 05/2005 | 09/2017 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 06/2009 | 09/2017 |
| Commonwealth Financial Network | Waltham | MA | 09/2017 | Present |
1. Partner, CEO, and Co-Owner of Skeels & Fox Wealth Management, LLC, a private entity established to facilitate securities, advisory, and insurance business; As of October 2017; Approximately 80% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed Insurance Sales; As of 08/02/2017; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. Co-Owner of 2 residential rental properties located in Ventura, CA; As of 1992; Approximately 1% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 4. Co-Owner of 3 residential rental properties located in Paso Robles, CA; as of 2005, 2009, 2013; Approximately 1% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 5. Co-Owner of residential rental property located in Santa Paula, CA; as of 1984; Approximately 1% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 6. Co-Owner of residential rental property located in Zephyr Cove, NV; as of 07/03/2020; Approximately 1% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 7. Owner, Skeels and Wheels, LLC, a private entity established to facilitate securities, advisory, and insurance business and car enthusiast services; as of 02/10/2023; 90% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-21 |
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