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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-07-22 |
Branch Locations
575 East Locust Avenue Suite 110, Fresno, CA 93720 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2011 | Present |
| Riverpark Financial Group | Fresno | CA | 07/2011 | Present |
FIXED INSURANCE SALES - DBA RIVERPARK FINANCIAL GROUP - 575 EAST LOCUST AVENUE SUITE 110 FRESNO, CA 93720 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-22 |
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