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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-05-12 |
Branch Locations
600 West Broadway Suite 3200, San Diego, CA 92101 • United States
El Cajon, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Telos Capital Management, Inc. | San Diego | CA | 11/2016 | 05/2018 |
| Independent Financial Group, Llc | San Diego | CA | 05/2018 | 04/2021 |
| Commonwealth Financial Network | San Diego | MA | 04/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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