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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| CA | RA | APPROVED | 2024-05-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial Inc | Carlsbad | CA | 12/2008 | 05/2024 |
| Osaic Wealth, Inc. | Carlsbad | CA | 09/2023 | 05/2024 |
| Commonwealth Financial Network | San Diego | CA | 05/2024 | Present |
| Terramar Wealth | Fallbrook | CA | 05/2024 | Present |
1. Fixed insurance sales; as of 1/01/2024; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Investment Review Board with City of Carlsbad, CA; Located at 1200 Carlsbad Village Drive, Carlsbad, CA 92008, as of 10/16/2025; 0% of time spent during business hours; Not Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-17 |
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