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11373 Mandrake Point, San Diego, CA 92131-3766 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2006-03-17 |
| CA | RA | APPROVED | 2006-03-10 |
Branch Locations
4225 Executive Square Suite 955, La Jolla, CA 92037-9122 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2005-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 02/2005 | Present |
| Honeycutt Smith & Associates | La Jolla | CA | 02/2005 | Present |
| H.S. Financial, Inc. | La Jolla | CA | 07/2005 | Present |
1. Honeycutt Smith and Associates. Registered Investment Advisor providing financial planning services. Since 3/2006. Conducted at the branch. Investment-related. 2. Fixed insurance sales, as of 1987, 20% of time spent during business hours, Investment-related. Conducted at the branch. 3. Trustee for step-sister; as of 06/29/2015, 1% of time spent during business hours, investment related; conducted from branch location. 4. Trustee for step-brother; as of 06/29/2015, 1% of time spent during business hours, investment related; conducted from branch location. 5. Life settlement broker for Coventry First, LLC; as of January, 2016, 1% of time spent during business hours, investment related; conducted at branch location. 6. Life settlement broker for Ashar Group, LLC; as of January, 2016, 1% of time spent during business hours, investment related; conducted at branch location. 7. Life settlement broker for Rehburg Life Settlements, LLC; as of 01/19/2023, 1% of time spent during business hours, investment related; conducted at branch location.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-12-20 |
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