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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-10-31 |
Branch Locations
222 3Rd Ave Se Ste 280, Cedar Rapids, IA 52401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Denver | CO | 03/2016 | 02/2018 |
| Tiaa | Coralville | IA | 02/2018 | 03/2025 |
| Voya | Coralville | IA | 07/2025 | 07/2025 |
| Commonwealth Financial Network | Waltham | MA | 09/2025 | 12/2025 |
| Unemployed | North Liberty | IA | 03/2025 | 07/2025 |
| Unemployed | North Liberty | IA | 08/2025 | 08/2025 |
| Strategic Financial Solutions | Cedar Rapids | IA | 09/2025 | 12/2025 |
| Strategic Financial Solutions | Cedar Rapids | IA | 12/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 12/2025 | Present |
1. Fixed insurance sales; Located at 222 3rd Ave, Suite 280, Cedar Rapids, IA 52401, as of 12/2/2025; 25% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-12 |
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