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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 | 2026-03-30 |
| MN | RA | APPROVED | 2014-01-21 |
Branch Locations
512 Main St S Suite 100, Cambridge, MN 55008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2007 | Present |
| Newton Financial Solutions | Cambridge | MN | 08/2007 | Present |
1. Fixed insurance; as an agent under the marketing name Newton Financial Solutions; conducted from branch location; investment related. 2. Co-owner & Vice President, Newton Financial Solutions, LLC; a private entity established to facilitate securities, advisory, insurance and accounting services; as of 2011; 0% time spent; Conducted at branch location; Investment related. 3. President and co-owner of Restoration Holdings, LLC, an entity created for the purpose of buying and renting residential real estate in Cambridge, MN 55008, as of 09/01/2018; Approximately 1% time spent during securities trading hours per month; Not Conducted at branch location; Investment related. 4. Co-trustee for branch retirement plan, Newton Financial Solutions, LLC; located at 600 south main street suite 110, Cambridge MN 55008; as of 08/2007; approximately 1% time spent during securities trading hours per month; conducted at branch location; investment related 5. 512 South Main, LLC; co-owner/secretary; entity created for building in which office is located; not investment related 6. Subleasing office space to an attorney, non-investment related. 7. Offering tax and accounting services business under dba Newton Financial Solutions, LLC; contucted at branch location, as CFO and co-owner of LLC, spends 2% time, non-investment related 8. Soccer Coach, Cambridge Christian School, located at 2211 Old South Main St Cambridge MN, as of 08/14/17; approximately 5 % time spent during securities trading hours per month; not conducted at branch location; not investment related. 9. Card Purchaser/Seller and Owner, Sports Card Sales on eBay; Located at 32342 Rendova Circle NE Cambridge, MN 55008, as of 4/30/2026; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-10-16 |
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