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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 | 2026-03-25 |
| IA | RA | APPROVED | 2022-06-16 |
Branch Locations
600 West Broadway Suite 3200, San Diego, CA 92101 • United States
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2020 | 09/2021 |
| Denver Mattress Company | Marion | IA | 02/2013 | 03/2020 |
| Unemployed | Mount Vernon | IA | 09/2020 | 12/2021 |
| Principal Life Insurance Company | Cedar Rapids | IA | 12/2021 | 06/2022 |
| Principal Securities Inc | Cedar Rapids | IA | 12/2021 | 06/2022 |
| Strategic Financial Solutions | Cedar Rapids | IA | 01/2021 | Present |
| Commonwealth Financial Network | San Diego | CA | 06/2022 | Present |
Fixed insurance sales; as of 06/16/2022; 30% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-06 |
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