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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 | 2023-09-05 |
Branch Locations
12325 Oracle Blvd Suite 101, Colorado Springs, CO 80921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Parker | CO | 02/2009 | 09/2023 |
| Commonwealth Financial Network | San Diego | CA | 09/2023 | Present |
| Motivus Wealth Management | Colorado Springs | CO | 09/2023 | Present |
1.Tax Preparation, Wilson Financial Solutions, Inc., as of 01/01/2008; 20% of time spent during business hours; Conducted at branch; Not investment related. 2. Fixed insurance sales; as of 09/5/2023; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-22 |
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