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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-30 |
Branch Locations
N14 W23900 Stone Ridge Drive, Waukesha, WI 53188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Holbrook Court Services | West Bend | WI | 06/2015 | 08/2023 |
| Student | La Crosse | WI | 09/2021 | 05/2025 |
| R&R Wealth Management | Waukesha | WI | 06/2025 | 06/2026 |
| Commonwealth Financial Network | Waltham | MA | 06/2025 | 06/2026 |
| Commonwealth Financial Network | Waltham | MA | 06/2026 | Present |
| R&R Wealth Management | Waukesha | WI | 06/2026 | Present |
Dealer, Classic Casino, dealer for traveling casino company; Located at W6689 County Road U, Plymouth, Wisconsin 53073, as of 12/03/2024; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-28 |
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