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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 |
| IA | RA | APPROVED | 2018-09-05 |
Branch Locations
2650 4Th St Sw, Mason City, IA 50401 • United States
628 Main St, Osage, IA 50461 • United States
900 Central Ave, Northwood, IA 50459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens National Bank | Mason City | IA | 10/1996 | 09/2018 |
| Cetera Investment Services | St Cloud | MN | 03/2000 | 09/2018 |
| Cetera Investment Advisers Llc | Mason City | IA | 02/2016 | 09/2018 |
| Commonwealth Financial Network | San Diego | CA | 09/2018 | Present |
| Jp Wealth Advisors | Mason City | IA | 09/2018 | Present |
1.Owner, JP Wealth Advisors, a private entity established to facilitate securities, advisory, and insurance business; As of 09/05/2018; Approximately 15% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2.Fixed insurance sales, as an Agent; As of 09/05/2018; Approximately 15% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3.Pilot, North Iowa Air Service; Located at 9184 265th Street Suite 10, Clear Lake, IA 50428; As of 09/05/2018; Approximately 1% time spent during securities trading hours per month; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-11 |
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