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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-02
  • TX RA
    APPROVED
    Since 2024-01-02

Branch Locations

Montgomery, TX • United States

10156 Windy Pointe Dr, Temple, TX 76502 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Troy Isd Troy TX 07/2020 05/2023
Temple Isd Temple TX 08/2018 05/2020
Rogers Isd Rogers TX 08/2009 05/2018
Cedarwood Financial Partners Temple TX 06/2023 03/2025
Commonwealth Financial Network San Diego CA 06/2023 03/2025
Cedarwood Financial Partners Temple TX 03/2025 Present
Commonwealth Financial Network San Diego CA 03/2025 Present
  • 07/2020 → 05/2023
    Troy Isd
    Troy, TX
  • 08/2018 → 05/2020
    Temple Isd
    Temple, TX
  • 08/2009 → 05/2018
    Rogers Isd
    Rogers, TX
  • 06/2023 → 03/2025
    Cedarwood Financial Partners
    Temple, TX
  • 06/2023 → 03/2025
    San Diego, CA
  • 03/2025 → Present
    Cedarwood Financial Partners
    Temple, TX
  • 03/2025 → Present
    San Diego, CA
Other Businesses

1. Fixed insurance sales; as of 6/10/2026; 5% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-16
  • S66 Uniform Combined State Law Examination
    2023-11-16

View on SEC IAPD

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