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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2025-06-12 |
Branch Locations
3408 South Sycamore Ave, Sioux Falls, SD 57110 • United States
2401 W Trevi Place Suite 201 & 204, Sioux Falls, SD 57108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 06/2024 | Present |
| Legacy Wealth Group, Llc | Sioux Falls | SD | 06/2024 | Present |
| University Of Wisconsin La Crosse | Sioux Falls | SD | 09/2020 | 05/2023 |
| Arizona State University | Sioux Falls | SD | 05/2023 | Present |
| O'GOrman High School | Sioux Falls | SD | 08/2016 | 07/2020 |
Fixed insurance sales; Located at 2401 W Trevi Place, Suite 201 & 204, Sioux Falls, SD 57108, as of 12/03/2024; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-02 |
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