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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northstar Financial Partners | Kasson | MN | 05/2025 | Present |
| Winona State University | Winona | MN | 08/2020 | 05/2025 |
| Pat Bigelow Painting | Kasson | MN | 05/2020 | 08/2022 |
| Kasson-Mantorville High School | Kasson | MN | 08/2015 | 06/2020 |
| Commonwealth Financial Network | Kasson | MN | 05/2025 | Present |
1. Fixed insurance sales; Located at 203 West Main Street, Box 97, Kasson, MN 55944, as of 11/06/2025; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Football Coach, Kasson-Mantorville School District; Located in Kasson, MN 55944; as of 8/20/2026; 10% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-07 |
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