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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 2026-06-17
  • IA RA
    APPROVED
    Since 2026-06-17

Branch Locations

2717 Orchard Drive Suite A, Cedar Falls, IA 50613 • 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
Joyce Oaks Wealth Management Group Cedar Falls IA 04/2025 Present
Ameriprise Financial Cedar Falls IA 06/2024 04/2025
Get Roasted Coffee Company Waverly IA 08/2023 05/2025
Situsamc West Des Moines IA 01/2024 05/2024
Lincoln Savings Bank Waterloo IA 09/2022 07/2023
Unite Credit Union Cedar Falls IA 11/2021 09/2022
Unitix Cedar Falls IA 01/2023 02/2023
University Of Northern Iowa Cedar Falls IA 08/2022 05/2023
Hansen's Dairy Waterloo IA 10/2019 07/2021
Black Hawk Gymnastics Waterloo IA 09/2018 01/2019
University Of Northern Iowa Cedar Falls IA 08/2021 05/2025
Jesup Community Schools Jesup IA 08/2007 05/2021
  • 04/2025 → Present
    Joyce Oaks Wealth Management Group
    Cedar Falls, IA
  • 06/2024 → 04/2025
    Ameriprise Financial
    Cedar Falls, IA
  • 08/2023 → 05/2025
    Get Roasted Coffee Company
    Waverly, IA
  • 01/2024 → 05/2024
    Situsamc
    West Des Moines, IA
  • 09/2022 → 07/2023
    Lincoln Savings Bank
    Waterloo, IA
  • 11/2021 → 09/2022
    Unite Credit Union
    Cedar Falls, IA
  • 01/2023 → 02/2023
    Unitix
    Cedar Falls, IA
  • 08/2022 → 05/2023
    University Of Northern Iowa
    Cedar Falls, IA
  • 10/2019 → 07/2021
    Hansen's Dairy
    Waterloo, IA
  • 09/2018 → 01/2019
    Black Hawk Gymnastics
    Waterloo, IA
  • 08/2021 → 05/2025
    University Of Northern Iowa
    Cedar Falls, IA
  • 08/2007 → 05/2021
    Jesup Community Schools
    Jesup, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-12
  • S66 Uniform Combined State Law Examination
    2026-06-12

View on SEC IAPD

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