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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-28 |
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 |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 07/2010 | 05/2025 |
| Isagenix | Chandler | AZ | 07/2014 | 05/2025 |
| Commonwealth Financial Network | Waltham | MA | 05/2025 | Present |
| Motivus Wealth Management | Colorado Springs | CO | 05/2025 | Present |
1. Residential real estate agent, Berkshire Hathaway HomeServices; Located at 2600 S. Colorado Blvd, Ste 3000, Denver, CO 80222; as of 10/23/2024; 0% of time spent during business hours; Not Conducted at branch location; Investment related. 2. Owner, 3 Hound Home, LLC; facilitating real estate services; Located in Monument, CO; as of 03/24/2024; 0% of time spent during business hours; Not Conducted at branch location; Investment related. 3. Owner, Law Offices of Heather Paul, LLC; facilitating legal services; Located in Monument, CO, as of 04/25/2024; 50% of time spent during business; Not Conducted at branch location; Not Investment related. 4. Attorney, Law Offices of Heather Paul, LLC; Provides Legal Services, Located in Monument, CO, as of 04/25/2024; 50% of time spent during business; Not Conducted at branch location; Not Investment related. 5. Attorney, 3iLaw Firm; Provides Legal Services, Located at 9240 Explorer Dr., Colorado Springs, CO 80920, as of 04/15/2025; 50% of time spent during business; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-11 |
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