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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 | 2026-03-24 |
| KS | RA | APPROVED | 2016-07-11 |
Branch Locations
10801 Mastin Street Suite 370, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 07/2016 | Present |
1. Fixed insurance sales; as of 01/01/2021; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Herz Co.; a private entity established to facilitate securities, advisory, and insurance business; Located in Overland Park, KS 66210; as of 07/01/2025; 100% time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, Infinitas Planning Group LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 7/01/2026; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-11-18 |
| S65 | Uniform Investment Adviser Law Examination | 2012-08-16 |
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