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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| IA | RA | APPROVED | 2014-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iowa State Bank & Trust | Iowa City | IA | 03/1992 | Present |
| Commonwealth Financial Network | Waltham | MA | 02/2014 | Present |
1. CPO and Part Owner, United Iowa Financial, Inc., a private entity established to facilitate securities, advisory, and insurance business; As of 4/29/19; More than 95% time spent during regular business hours; Conducted at branch; Investment related. 2. Fixed insurance sales, as an Agent, under the name United Iowa Financial; Conducted at branch; Investment related. 3. Co-Owner, MOU Property, LLC, a real estate holding company; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-30 |
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