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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2026-01-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Legacy Wealth Group | Sioux Falls | SD | 06/2024 | Present |
| South Dakota State University | Brookings | SD | 08/2024 | 05/2025 |
| South Dakota State University | Brookings | SD | 08/2023 | 05/2024 |
| South Dakota State University | Brookings | SD | 08/2022 | 05/2023 |
| South Dakota State University | Brookings | SD | 08/2021 | 05/2022 |
| Ope Neimeyer Flooring | Brookings | SD | 06/2021 | 08/2021 |
| Ope Neimeyer Flooring | Brookings | SD | 06/2022 | 08/2022 |
| Amazon | Sioux Falls | SD | 06/2023 | 08/2023 |
| Josiahs | Sioux Falls | SD | 06/2023 | 08/2023 |
| Roosevelt High School | Sioux Falls | SD | 08/2017 | 05/2021 |
| Memorial Middle School | Sioux Falls | SD | 08/2014 | 06/2017 |
| Commonwealth Financial Network | Waltham | MA | 06/2025 | Present |
Fixed insurance sales; Located in Sioux Falls, SD 57108, as of 12/13/2024; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-24 |
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