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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 | 2026-05-26 |
| IA | RA | APPROVED | 2019-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uiccu Wealth Management | Iowa City | IA | 02/2017 | Present |
| Uiccu | Iowa City | IA | 02/2016 | 02/2017 |
| Commonwealth Financial Network | Waltham | MA | 07/2020 | Present |
Fixed insurance sales, as an Agent, under the name 'United Iowa Financial'; As of 07/14/20; Less than 5% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-25 |
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