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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| MN | RA | APPROVED | 2025-07-25 |
Branch Locations
2020 2Nd Street Southwest, Rochester, MN 55902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Think Financial Planning | Rochester | MN | 05/2011 | 07/2025 |
| Commonwealth Financial Network | San Diego | CA | 05/2011 | 08/2022 |
| Raymond James Financial Services, Inc. | Rochester | MN | 08/2022 | 07/2025 |
| Raymond James Financial Services Advisors, Inc. | Rochester | MN | 08/2022 | 07/2025 |
| Think Bank | Rochester | MN | 05/2011 | 07/2025 |
| Northstar Financial Partners | Rochester | MN | 07/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2025 | Present |
1.Owner, PCM Financial Services, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 04/24/2025; 95% time spent during business hours; Conducted at branch; Investment related. 2.Fixed insurance sales; as of 07/24/2025; 2% of time spent during business hours; Conducted at branch location; Investment related. 3. Assistant Varsity Coach, Pine Island School District #255 Boys Soccer Team , Helping run practices and provide coaching guidance during high school games.; Located at 8749 125th St NW, Pine Island, MN 55963 as of 8/17/2026; 5% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-29 |
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