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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-01-07 |
Branch Locations
222 3Rd Ave Se Ste 280, Cedar Rapids, IA 52401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
1. Fixed insurance sales; as of 2/1/2026; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-03 |
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