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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-03-29 |
Branch Locations
4410 Golf Terrace Suite 201, Eau Claire, WI 54701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nine Pillars Wealth Management | Eau Claire | WI | 05/2020 | Present |
| University Of Wisconsin-Eau Claire | Eau Claire | WI | 09/2016 | 05/2020 |
| Alliance Bank | Mondovi | WI | 06/2016 | 09/2016 |
| Commonwealth Financial Network | San Diego | CA | 05/2022 | Present |
1. Owner, Lethal Archery Solutions, LLC; retail archery sales and service; Located at N6589 Dorwin's Mill Rd, Durand WI 54736; as of 2/27/2026; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 2. Fixed insurance sales; Located at 4410 Golf Terrace, Suite 201, Eau Claire, WI 54701, as of 04/02/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 3. Owner, Joint Venture Financial, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/15/2025; 75% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-25 |
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