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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-10-17 |
Branch Locations
100 West Washington Street, Newton, IL 62448 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peoples State Bank | Newton | IL | 03/1991 | Present |
| Investment Centers Of America | Newton | IL | 04/2001 | 10/2017 |
| Commonwealth Financial Network | Waltham | MA | 10/2017 | Present |
1. Fixed Insurance Sales under name People Wealth Management, as insurance agent, conducted at branch, investment related. 2. Vice President, Peoples State Bank; as of 1/01/1994; Approximately 100% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-08-17 |
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