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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-08-28 |
Branch Locations
112 S Kyrene Rd Suite 4, Chandler, AZ 85226 • United States
Tucson, AZ • United States
4568 East Camp Lowell, Tucson, AZ 85712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Army | Fort Benning | GA | 07/2014 | 09/2023 |
| Retirement Wealth Partners Llc | Tuscon | AZ | 06/2023 | 10/2023 |
| Commonwealth Financial Network | San Diego | CA | 06/2023 | Present |
| Retirement Wealth Partners Llc | Tuscon | AZ | 10/2023 | Present |
1. Fixed insurance sales; as of 11/06/2023; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Travel Agent, Schannep Travel Agency, Located in Tucson, AZ, as of 06/24/2022; Approximately 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-21 |
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