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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 | 2026-03-23 |
| IA | RA | APPROVED | 2022-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 05/2019 | 08/2020 |
| Iowa State University (Parks Library) | Ames | IA | 10/2018 | 04/2019 |
| New York Life | 1615 Sw Main St. Suite 201 | IA | 06/2018 | 02/2019 |
| R2 Financial Strategies | 4855 Mills Civic Parkway, #200 | IA | 06/2017 | 08/2018 |
| Kingland Systems | Ames | IA | 03/2018 | 07/2018 |
| City State Bank | Norwalk | IA | 07/2014 | 04/2018 |
| Essential Investment Partners, Llc | Denver | CO | 08/2020 | 12/2020 |
| New York Life Insurance Company | Ankeny | IA | 01/2021 | 02/2022 |
| Nylife Securities Llc | Ankeny | IA | 02/2021 | 02/2022 |
| R2 Financial Strategies | West Des Moines | IA | 02/2021 | Present |
| Eagle Strategies Llc | West Des Moines | IA | 03/2021 | 02/2022 |
| Commonwealth Financial Network | San Diego | CA | 02/2022 | 12/2023 |
| Commonwealth Financial Network | San Diego | CA | 01/2024 | Present |
1. Fixed insurance sales; as of 01/01/2021; 20% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Mallett Financial, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 02/11/2022; 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-09 |
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