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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2026 | Present |
| Wolf Tree Wealth Management | Grantsburg | WI | 01/2026 | Present |
| Walmart | Pine City | MN | 06/2023 | 08/2023 |
| University Of Northwestern St. Paul | St. Paul | MN | 08/2023 | 05/2024 |
| Hallmark Builders | Edina | MN | 05/2024 | 08/2024 |
| University Of Northwestern St. Paul | St. Paul | MN | 08/2024 | 05/2025 |
| Hancock Claims Consultants | Grantsburg | WI | 05/2025 | 08/2025 |
| University Of Northwestern | St. Paul | MN | 08/2025 | Present |
| Grantsburg High School | Grantsburg | WI | 09/2019 | 05/2023 |
| Grantsburg Middle School | Grantsburg | WI | 02/2016 | 08/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-18 |
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