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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| IA | RA | APPROVED | 2022-06-16 |
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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Cedar Rapids | IA | 02/2005 | 06/2022 |
| Principal Securities Inc | Cedar Rapids | IA | 03/2016 | 06/2022 |
| Strategic Financial Solutions | Cedar Rapids | IA | 01/2020 | Present |
| Commonwealth Financial Network | San Diego | CA | 06/2022 | Present |
Fixed insurance sales; Located at 222 3rd Ave, Suite 280, Cedar Rapids, IA 52401, as of 6/16/2022; 25% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-17 |
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