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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-31 |
| IA | RA | APPROVED | 2025-04-23 |
Branch Locations
2717 Orchard Drive Suite A, Cedar Falls, IA 50613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cedar Falls | IA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Cedar Falls | IA | 03/2020 | 04/2025 |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | Present |
| Joyce Oaks Wealth Management | Cedar Falls | IA | 04/2025 | Present |
1. Fixed insurance sales; as of 1/02/2025; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Joyce Oaks Wealth Management Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Cedar Falls, IA; as of 04/23/2025; 5% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-17 |
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