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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-21 |
Branch Locations
7616 Currell Boulevard Ste 240, Woodbury, MN 55125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 05/2013 | Present |
| Northstar Financial Partners, Llc | Rochester | MN | 07/2020 | 01/2026 |
| Zenith Wealth Management Llc | Rochester | MN | 01/2026 | Present |
1. Fixed insurance sales, as an Agent, under the name 'Zenith Wealth Management, LLC'; As of 05/30/13; 2% time spent during business hours; Conducted at branch; Investment related. 2. Owner, JRH Advisory, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Rochester, MN 55901; as of 01/01/2026; 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-08-21 |
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