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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| CA | RA | APPROVED | 2008-08-15 |
Branch Locations
480 Saint John Street Suite 120, Pleasanton, CA 94566-6597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Martin, Wardin & Eissner Fin | Pleasanton | CA | 01/1999 | Present |
| Martin Tax Services | Pleasanton | CA | 01/1999 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2008 | Present |
1. Fixed insurance sales; less than 5% time spent during business hours; Conducted from branch location; Investment related. 2. Owner, Martin, Wardin & Eissner Financial Group, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 8/06/2018; 0% time spent during business hours; Conducted at branch; Investment related. 3. Martin, Wardin & Eissner Financial Group, Inc, Tax Preparateion services, Conducted at branch office location, Not investment related. 4. Co-owner with wife of residential rental property. Not investment related. Not conducted at branch location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-10 |
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