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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 |
| OR | RA | APPROVED | 2007-03-02 |
Branch Locations
10220 Sw Greenburg Road Suite 250, Portland, OR 97223 • United States
Seaside, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2007 | Present |
| Canyon Financial Group | Portland | OR | 03/2007 | Present |
1. Co-Owner & Partner, Canyon Financial Group Llc Dba Cfg Wealth Management; A Private Entity Established To Facilitate Securities, Advisory, And Insurance Business; As Of 3/04/2022; 100% Of Time Spent During Business Hours; Conducted At Branch; Investment Related. 2. Fixed Insurance Sales; As An Agent Under The Dba Name Cfg Wealth Management; Conducted From Branch Location; Investment Related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-10 |
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