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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-04-19 |
Branch Locations
600 West Broadway Suite 3200, San Diego, CA 92101 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | San Diego | CA | 03/2018 | 03/2021 |
| Self Employed | Irvine | CA | 02/2017 | 02/2018 |
| Vans | Costa Mesa | CA | 08/2016 | 01/2017 |
| Lpl Financial, Llc | San Diego | CA | 03/2021 | 04/2024 |
| Commonwealth Financial Network | San Diego | CA | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-19 |
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