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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-03-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2021 | 03/2024 |
| Browns Sales And Leasing | Elkader | IA | 05/2019 | 10/2021 |
| Decorah Chevrolet-Cadillac, Inc. | Decorah | IA | 03/2016 | 05/2019 |
| Commonwealth Financial Network | Waltham | MA | 03/2024 | 07/2026 |
| Jensen Complete Wealth | West Union | IA | 03/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
1. Fixed insurance sales; as of 3/28/2024; 5% time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Jensen Complete Wealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 3/28/2024; 5% time spent during business hours; Conducted at branch; Investment related. 3. Owner, T&A Jensen, LLC, an entity created for the purpose of buying and managing real estate at 114 S Vine St West Union, IA 52175, as of 09/01/2023; 0% of time spent during business hours; Not Conducted at branch; Investment related. 4. Owner of farmland located in Elgin, IA, as of 01/01/2018; 0% of time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-04 |
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