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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nsb Bank | Mason City | IA | 06/2021 | 10/2022 |
| First Citizens Bank | Mason City | IA | 11/2018 | 06/2021 |
| Us Bank | Des Moines | IA | 01/2018 | 11/2018 |
| University Of Northern Iowa | Cedar Falls | IA | 08/2014 | 12/2017 |
| University Of Northern Iowa | Cedar Falls | IA | 08/2015 | 12/2016 |
| University Of Northern Iowa | Cedar Falls | IA | 01/2016 | 12/2016 |
| The Other Place | Cedar Falls | IA | 03/2016 | 12/2017 |
| Commonwealth Financial Network | Waltham | MA | 10/2022 | 01/2025 |
| Jp Wealth Advisors | Mason City | IA | 10/2022 | 01/2025 |
| Jp Wealth Advisors | Mason City | IA | 01/2025 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
Fixed insurance sales; as of 10/27/2022; Less than 1% time spent during business hours; Conducted at branch location; Investment related. 2. Residential real estate sales agent, Kelly Real Estate of North Iowa, LLC; Located at 45 Main Ave South, Britt, IA 50423; as of 8/01/2019; 0% time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-19 |
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