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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| AZ | RA | APPROVED | 2023-04-05 |
| WA | RA | APPROVED | 2016-05-02 |
Branch Locations
18697 State Highway 305 Northeast, Poulsbo, WA 98370 • United States
Chandler, AZ • United States
18697 State Highway 305 Ne, Poulsbo, WA 98370 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-08-28 |
Branch Locations
18697 State Highway 305 Ne, Poulsbo, WA 98370 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 05/2016 | Present |
| Wealth Solutions By Design, Pllc | Poulsbo | WA | 06/2019 | Present |
1) FIXED INSURANCE SALES UNDER THOMAS E. DEICHERT, INVESTMENT RELATED, CONDUCTED FROM BRANCH LOCATION. 2) TAX PREPARATION SERVICES UNDER WEALTH SOLUTIONS BY DESIGN, NOT INVESTMENT RELATED, CONDUCTED AT BRANCH LOCATION.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-05-17 |
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