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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-05-15 |
Branch Locations
231 Village Commons Blvd. Suite 17, Camarillo, CA 93012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Powell Financial Group | Westlake Village | CA | 04/2018 | 05/2023 |
| Lincoln Financial Advisors | Oxnard | CA | 08/2017 | 11/2017 |
| San Diego State University | San Diego | CA | 06/2015 | 05/2017 |
| Unemployed | Camarillo | CA | 12/2017 | 04/2018 |
| Unemployed | Camarillo | CA | 05/2017 | 08/2017 |
| Commonwealth Financial Network | Waltham | MA | 05/2018 | 06/2023 |
| Ccg Wealth Managment Llc | San Diego | CA | 06/2023 | 05/2025 |
| Commonwealth Financial Network | San Diego | CA | 05/2025 | Present |
| Powell Financial Group | Camarillo | CA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-31 |
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