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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Iowa Financial | Iowa City | IA | 06/2020 | 05/2025 |
| Craft Concepts Group | Coraville | IA | 04/2020 | Present |
| Cottingham & Butler | Dubuque | IA | 01/2020 | 04/2021 |
| University Of Northern Iowa | Cedar Falls | IA | 08/2017 | 12/2019 |
| Northwest Missouri State University | Maryville | MO | 08/2015 | 06/2017 |
| Commonwealth Financial Network | Waltham | MA | 01/2023 | 05/2025 |
| Commonwealth Financial Network | Waltham | MA | 05/2025 | Present |
| United Iowa Financial | Iowa City | IA | 05/2025 | Present |
Fixed insurance sales, United Iowa Financial; as of 1/27/2023, 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-26 |
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