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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-30 |
| HI | RA | APPROVED | 2015-11-20 |
Branch Locations
180 Kinoole Street Suite 310, Hilo, HI 96720 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 11/2015 | Present |
FIXED INSURANCE SALES; INVESTMENT RELATED; CONDUCTED AT BRANCH LOCATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-01 |
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