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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| CO | RA | APPROVED | 2013-03-20 |
Branch Locations
7651 Shaffer Parkway B1, Littleton, CO 80127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 01/2013 | Present |
| Independent Wealth Strategies | Littleton | CO | 06/2022 | Present |
1. Fixed Insurance Sales, Conducted At Branch, Investment Related. 2. Shelby L. Trinkino, Llc, A Private Entity Created For Operating Securities Business, As Sole Owner And Member, Conducted At Branch, Investment Related. 3. Owner, IWS Real Estate, LLC; an entity created for the purpose of owning commercial real estate in Littleton, CO, as of 11/14/2024; 5% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-01 |
| S65 | Uniform Investment Adviser Law Examination | 2005-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-11 |
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