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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-08-14 |
Branch Locations
3204 West Benjamin Ave Suite 200, Norfolk, NE 68701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-14 |
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