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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-07-30 |
Branch Locations
7900 International Drive Suite 405, Bloomington, MN 55425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fps Financial, Inc | New Brighton | MN | 09/2015 | 11/2021 |
| Commonwealth Financial Network | San Diego | CA | 10/2015 | 11/2021 |
| The Advocate Group, Llc | Minnetonka | MN | 11/2021 | 07/2026 |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
| Integrated Equity Management | Bloomington | MN | 07/2026 | Present |
Fixed insurance sales; as of 7/30/2026; <5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-11 |
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