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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-23 |
| MN | RA | APPROVED | 2015-01-15 |
Branch Locations
512 Main St S Suite 100, Cambridge, MN 55008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Newton Financial Solutions, Llc | Cambridge | MN | 02/2013 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2013 | Present |
1. Fixed insurance sales; as of 11/20/2019; 1% time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner of rental property located in Isanti, Minnesota, as of 1/01/2025; 0% of time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-11 |
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