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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
| CA | RA | APPROVED | 2009-07-02 |
Branch Locations
990 Enchanted Way Suite 107, Simi Valley, CA 93065 • United States
Simi Valley, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Muskat Financial | Simi Valley | CA | 07/2009 | Present |
| Commonwealth Finanical Network | Waltham | MA | 07/2009 | Present |
1. President, CFP, Inc. doing business as William 'Al' Muskat, a private entity established to facilitate securities business; as of 07/01/2009, 100% of time spent during business hours, Conducted at branch location; Investment related. 2. Owner and Landlord of a rental property located in Simi Valley, CA, Not conducted at branch location; Investment related. 3. Trustee for Familial Trust; as of 07/27/2001, 0% of time spent during business hours, Not conducted at branch location; Not investment related. 4. Fixed insurance sales; as of 10/12/2021; Less than 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-07-10 |
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