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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-08-14
  • NE RA
    APPROVED
    Since 2026-08-14

Branch Locations

3204 West Benjamin Ave Suite 200, Norfolk, NE 68701 • 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
Commonwealth Financial Network Waltham MA 08/2026 Present
University Of Nebraska Lincoln Lincoln NE 08/2021 05/2026
Norfolk Public School System Norfolk NE 08/2008 05/2021
Nelnet Lincoln NE 08/2025 05/2026
Precision It Norfolk NE 08/2018 08/2022
Commonwealth Financial Network Waltham MA 05/2026 08/2026
  • 08/2026 → Present
    Waltham, MA
  • 08/2021 → 05/2026
    University Of Nebraska Lincoln
    Lincoln, NE
  • 08/2008 → 05/2021
    Norfolk Public School System
    Norfolk, NE
  • 08/2025 → 05/2026
    Nelnet
    Lincoln, NE
  • 08/2018 → 08/2022
    Precision It
    Norfolk, NE
  • 05/2026 → 08/2026
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-14
  • S65 Uniform Investment Adviser Law Examination
    2026-08-14

View on SEC IAPD

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