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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of Prairie Du Sac/Park Avenue Investments | Prairie Du Sac | WI | 08/2016 | 09/2025 |
| Commonwealth Financial Network | Waltham | MA | 10/2023 | 09/2025 |
| Commonwealth Financial Network | Waltham | MA | 09/2025 | Present |
| Park Avenue Investments | Prairie Du Sac | WI | 09/2025 | Present |
Fixed insurance sales; as of 10/21/2025; 50% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-15 |
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