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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
| MN | RA | APPROVED | 2025-01-02 |
Branch Locations
512 Main St S Suite 100, Cambridge, MN 55008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frandsen Bank & Trust | Braham | MN | 03/2015 | 08/2024 |
| Newton Financial Solutions | Cambridge | MN | 10/2023 | 04/2025 |
| Commonwealth Financial Network | San Diego | CA | 10/2023 | 04/2025 |
| Commonwealth Financial Network | San Diego | CA | 04/2025 | Present |
| Newton Financial Solutions | Cambridge | MN | 04/2025 | Present |
1. Fixed insurance sales; as of 1/27/2026; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-20 |
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