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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2026 | 07/2026 |
| Scott Reid Cpas | Roseville | MN | 01/2025 | 04/2025 |
| Wolf Tree Wealth Management | Grantsburg | WI | 09/2022 | 07/2026 |
| Clifton Larson Allen | Minneapolis | MN | 01/2024 | 05/2024 |
| Walmart | Garden City | SC | 05/2023 | 08/2023 |
| Garden City Chapel | Garden City | SC | 05/2023 | 08/2023 |
| United Parcel Service | Minneapolis | MN | 09/2022 | 05/2023 |
| Darrell's Hardware Hank | Grantsburg | WI | 05/2020 | 09/2021 |
| Grantsburg Community Pool | Grantsburg | WI | 05/2020 | 09/2020 |
| University Of Northwestern | Roseville | MN | 08/2022 | 12/2025 |
| Unemployed | Grantsburg | WI | 01/2015 | 04/2021 |
| Grantsburg High School | Grantsburg | WI | 10/2021 | 07/2022 |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
| Wolf Tree Wealth Management | Grantsburg | WI | 07/2026 | Present |
Tax Preparation, Stotz & Company; as of 01/20/2026; 50% of time spent during business hours; conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-16 |
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