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Levi Cole Trueblood

Commonwealth Financial Network

Bloomington, IN

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-09-22
  • IN RA
    APPROVED
    Since 2025-09-22

Branch Locations

357 E. Winslow Road, Bloomington, IN 47401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Iucu Investment Bloomington IN 07/2022 11/2024
Iu Credit Union Bloomington IN 11/2019 07/2022
Bloomington Country Club Bloomington IN 04/2017 11/2019
The Mirabel Club Scottsdale AZ 10/2018 05/2019
Unemployed Bloomington IN 08/2016 03/2017
Innovative Financial Solutions Bloomington IN 08/2025 Present
Commonwealth Financial Network Waltham MA 08/2025 Present
Indiana University Bloomington IN 11/2024 08/2025
  • 07/2022 → 11/2024
    Iucu Investment
    Bloomington, IN
  • 11/2019 → 07/2022
    Iu Credit Union
    Bloomington, IN
  • 04/2017 → 11/2019
    Bloomington Country Club
    Bloomington, IN
  • 10/2018 → 05/2019
    The Mirabel Club
    Scottsdale, AZ
  • 08/2016 → 03/2017
    Unemployed
    Bloomington, IN
  • 08/2025 → Present
    Innovative Financial Solutions
    Bloomington, IN
  • 08/2025 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 11/2024 → 08/2025
    Indiana University
    Bloomington, IN
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-10-22
S66 Uniform Combined State Law Examination 2023-04-19
  • S63 Uniform Securities Agent State Law Examination
    2025-10-22
  • S66 Uniform Combined State Law Examination
    2023-04-19

View on SEC IAPD

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PAUL ELLIOTT BULLOCK
DOUGLAS ALAN UMMEL
Matthew Slade Krugman

Other Offices

OSAIC WEALTH, INC. · Bloomington, IN
OSAIC WEALTH, INC. · BLOOMINGTON, IN
J.P. MORGAN SECURITIES LLC · BLOOMINGTON, IN
WELLINGTON INVESTMENT ADVISORS · BLOOMINGTON, IN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bloomington, IN
&PARTNERS · Bloomington , IN
LPL FINANCIAL LLC · BLOOMINGTON, IN
MODERN CAPITAL ADVISORS, LLC · Bloomington, IN

More in Bloomington, IN

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