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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-01-07
  • IA RA
    APPROVED
    Since 2026-01-07

Branch Locations

222 3Rd Ave Se Ste 280, Cedar Rapids, IA 52401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Strategic Financial Solutions Cedar Rapids IA 11/2025 01/2026
Rsm Us Llp Cedar Rapids IA 10/2023 10/2025
Forvis Mazars Indianapolis IN 06/2022 05/2023
Cbiz Indianapolis IN 01/2022 04/2022
Cbiz Indianapolis IN 01/2021 08/2021
Walmart Warsaw IN 04/2020 07/2020
Emmaus University Dubuque IA 10/2019 01/2020
First Federal Savings Bank Warsaw IN 08/2018 08/2019
Wyndham Garden Warsaw IN 03/2017 05/2019
Iu Indianapolis Indianapolis IN 08/2020 05/2023
Ivy Tech Community College Indianapolis IN 06/2020 08/2020
Emmaus University Dubuque IA 08/2019 05/2020
Warsaw Community High School Warsaw IN 08/2015 05/2019
Unemployed Cedar Rapids IA 06/2023 10/2023
Strategic Financial Solutions Cedar Rapids IA 01/2026 Present
Commonwealth Financial Network Waltham MA 11/2025 01/2026
Commonwealth Financial Network Waltham MA 01/2026 Present
  • 11/2025 → 01/2026
    Strategic Financial Solutions
    Cedar Rapids, IA
  • 10/2023 → 10/2025
    Rsm Us Llp
    Cedar Rapids, IA
  • 06/2022 → 05/2023
    Forvis Mazars
    Indianapolis, IN
  • 01/2022 → 04/2022
    Cbiz
    Indianapolis, IN
  • 01/2021 → 08/2021
    Cbiz
    Indianapolis, IN
  • 04/2020 → 07/2020
    Walmart
    Warsaw, IN
  • 10/2019 → 01/2020
    Emmaus University
    Dubuque, IA
  • 08/2018 → 08/2019
    First Federal Savings Bank
    Warsaw, IN
  • 03/2017 → 05/2019
    Wyndham Garden
    Warsaw, IN
  • 08/2020 → 05/2023
    Iu Indianapolis
    Indianapolis, IN
  • 06/2020 → 08/2020
    Ivy Tech Community College
    Indianapolis, IN
  • 08/2019 → 05/2020
    Emmaus University
    Dubuque, IA
  • 08/2015 → 05/2019
    Warsaw Community High School
    Warsaw, IN
  • 06/2023 → 10/2023
    Unemployed
    Cedar Rapids, IA
  • 01/2026 → Present
    Strategic Financial Solutions
    Cedar Rapids, IA
  • 11/2025 → 01/2026
    Waltham, MA
  • 01/2026 → Present
    Waltham, MA
Other Businesses

1. Fixed insurance sales; as of 2/1/2026; 10% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-03
  • S66 Uniform Combined State Law Examination
    2025-12-03

View on SEC IAPD

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