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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 04/1993 | 10/2020 |
| Commonwealth Financial Network | San Diego | CA | 10/2020 | Present |
| Financial Advisory Partners | Seattle | WA | 10/2020 | 03/2026 |
| Wealthspring | Seattle | WA | 04/2026 | Present |
Fixed insurance sales, as an Agent, under the name 'Financial Advisory Partners'; As of 10/15/20; Less than 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-15 |
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