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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 | 2026-03-24 |
| WI | RA | APPROVED | 2023-10-20 |
Branch Locations
703 Lakeland Drive Suite 2, Chippewa Falls, WI 54729 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2008 | 10/2023 |
| Commonwealth Financial Network | Waltham | MA | 10/2023 | Present |
| Wolf Tree Wealth Management, Llc | Chippewa Falls | WI | 10/2023 | Present |
1. Co-owner, Wolf Tree Wealth Management, LLC a private entity established to facilitate securities, advisory, and insurance business; Located in Chippewa Falls, WI as of 10/1/2022; 10% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; Located in Chippewa Falls, WI, as of 6/1/2023; 10% of time spent during business hours; Conducted at branch location; Investment related. 3. Co-owner, Johnny & June Holdings, LLC, an entity created for the purpose of owning real estate at 703 Lakeland Dr., Ste. 2, Chippewa Falls, WI 54729, as of 10/20/2023; 5% time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-06 |
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