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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-09-10
  • IA RA
    APPROVED
    Since 2025-09-10

Branch Locations

2346 Mormon Trek Blvd., Iowa City, IA 52246 • 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 San Diego CA 01/2025 Present
United Iowa Financial Iowa City IA 03/2024 Present
Univerisity Of Iowa Iowa City IA 06/2020 05/2024
Whitey's Ice Cream Coralville IA 06/2014 06/2020
Greenstate Credit Union Iowa City IA 05/2022 08/2022
Cedar Rapids Bank And Trust Cedar Rapids IA 05/2023 08/2023
  • 01/2025 → Present
    San Diego, CA
  • 03/2024 → Present
    United Iowa Financial
    Iowa City, IA
  • 06/2020 → 05/2024
    Univerisity Of Iowa
    Iowa City, IA
  • 06/2014 → 06/2020
    Whitey's Ice Cream
    Coralville, IA
  • 05/2022 → 08/2022
    Greenstate Credit Union
    Iowa City, IA
  • 05/2023 → 08/2023
    Cedar Rapids Bank And Trust
    Cedar Rapids, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-27
  • S66 Uniform Combined State Law Examination
    2025-08-27

View on SEC IAPD

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