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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 |
| IA | RA | APPROVED | 2022-06-16 |
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 |
|---|---|---|---|---|
| Principal Securities, Inc. | Cedar Rapids | IA | 08/2017 | 06/2022 |
| Strategic Financial Solutions | Cedar Rapids | IA | 07/2017 | Present |
| Goldman Sachs | Cedar Rapids | IA | 04/2016 | 07/2017 |
| Strategic Financial Solutions | Cedar Rapids | IA | 10/2017 | Present |
| Principal Life Insurance Company | Cedar Rapids | IA | 01/2019 | 06/2022 |
| Commonwealth Financial Network | San Diego | CA | 06/2022 | Present |
Fixed insurance sales; Located at 222 3rd Ave, Suite 280, Cedar Rapids, IA 52401, as of 6/16/2022; 30% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-13 |
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