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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-01-13 |
Branch Locations
601 Central Avenue Suite 102, Nebraska City, NE 68410 • United States
105 S. Washington St., Papillion, NE 68046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nebraska National Guard | Ashland | NE | 07/2019 | 02/2021 |
| Centerpoint Financial Group | Omaha | NE | 02/2016 | 02/2019 |
| Student | Bellevue | NE | 02/2001 | 07/2019 |
| Pathfinder Wealth Advisors | Papillion | NE | 05/2021 | 01/2024 |
| Commonwealth Financial Network | San Diego | CA | 05/2021 | 01/2024 |
| Commonwealth Financial Network | Waltham | MA | 01/2024 | Present |
| Pathfinder Wealth Advisors | Papillion | NE | 01/2024 | Present |
1. Sergeant, Nebraska Army National Guard, Located at 3090 E Airport Rd, Grand Island, NE 68801;; as of 09/14/2013; Approximately 10% of time spent during business hours; Not Conducted at branch location; Not Investment related. 2. Fixed insurance sales; as of 3/13/2023; 5% of time spent during business hours; Conducted at branch location; Investment related. 3. Owner, TST Financial, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2/27/2025; 1% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-23 |
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