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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
| MN | RA | APPROVED | 2014-01-21 |
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 | 03/2009 | Present |
| Commonwealth Financial Network | San Diego | CA | 10/2010 | Present |
1. Co-Owner, Newton Financial Solutions, LLC, a private entity established to facilitate securities, advisory, insurance, and accounting services business; as of 2020; 0% time spent; Conducted at branch location; Investment related. 2. Fixed insurance sales, as of 10/01/2019, less than 5% time spent during business hours; conducted at branch office; investment related. 3. Tax preparation and accounting services, Newton Financial Solutions, LLC; as of 04/15/2020; approximately 0% time spent during business hours; conducted at branch; not investment related. 4. Assistant Soccer Coach, Cambridge Christian School; Located in Cambridge, MN, as of 08/01/2020 Less than 2% of time spent during business hours; Not conducted at branch location; Not investment related. 5. Soccer Official, MSHSL Soccer, Located in Cambridge, MN, as of 08/16/2022; Approximately 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 6. Co-Owner, 512 South Main, LLC; an entity created for the purpose of buying and managing commercial real estate in Cambridge, MN, as of 08/01/2025; 2% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-02 |
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