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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| CA | RA | APPROVED | 2023-10-06 |
Branch Locations
16935 West Bernardo Drive Suite 114, San Diego, CA 92127 • 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 |
|---|---|---|---|---|
| Michael W. Moon | San Diego | CA | 02/1993 | 10/2020 |
| Lincoln Financial Advisors | San Diego | CA | 10/2000 | 10/2023 |
| Aegis Consulting | San Diego | CA | 10/2023 | Present |
| Commonwealth Financial Network | San Diego | CA | 10/2023 | Present |
1. Fixed insurance sales; as of 06/27/2023; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Moon Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 06/29/2023; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Subleasing branch office space to Randi Esquibel, Physical Therapist; Located in San Diego, CA, as of 4/15/2025; 0% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-06-08 |
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