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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-26 |
| WI | RA | APPROVED | 2022-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2009 | 10/2022 |
| Commonwealth Financial Newtork | Waltham | MA | 10/2022 | Present |
| Wolf Tree Wealth Management | Grantsburg | WI | 10/2022 | Present |
1.Fixed insurance sales; as of 10/21/2022; 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner of rental property located in Grantsburg, WI, as of 06/01/2021; 0% time spent during business hours; Not conducted at branch location; Investment related. 3. Crop Farming, Located at 13130 Assembly Rd. Grantsburg, WI 54840, as of 2019; Approximately 0% time spent during business hours; Not Conducted at branch location; Not Investment related. 4. Owner, Wolf Tree Wealth Management, LLC a private entity established to facilitate securities, advisory, and insurance business; Located in Grantsburg, WI as of 10/21/22; 1% of time spent during business hours; Conducted at branch; Investment related. 5. Owner, Madison & Pine Rentals, LLC; Construction Equipment Rentals; Located in Grantsburg, WI 54840; as of 03/19/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-15 |
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