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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-23 |
| PA | RA | APPROVED | 2024-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Investment Center | Pittsburgh | PA | 11/2003 | 12/2024 |
| Ic Advisory Services Inc | Pittsburgh | PA | 10/2010 | 12/2024 |
| Commonwealth Financial Network | Waltham | MA | 12/2024 | Present |
| Integrated Financial Management | Pittsburgh | PA | 12/2024 | Present |
1. Co-owner, Synergy Staffing, Inc.; Located at 1081 Greentree Road, Pittsburgh, PA 15220; as of 03/2007; 20% of time spent during business hours; Conducted at branch location; Not investment related. 2. Owner, Integrated Financial Management; a private entity established to facilitate securities, advisory, and insurance business; Located in Pittsburgh, PA; as of 04/1994; 5% of time spent during business hours; Conducted at branch; Investment related. 3. Tax Preparation, Integrated Financial Management, Inc.; Located at 1081 Greentree Road Pittsburgh, PA 15220, as of 05/1994; 15% of time spent during business hours; Conducted at branch; Not investment related. 4. Co-owner, 4529 NE 21st Ave #4, LLC; an entity created for the purpose of buying and managing residential real estate at 4529 NE 21st Ave #4, as of 10/15/2022; 1% time spent during business hours; Conducted at branch; Investment related. 5. Fixed insurance sales; Located at 1081 Greentree Road Pittsburgh, PA 15220, as of 04/1994; 5% of time spent during business hours; Conducted at branch location; Investment related. 6. Co-owner, 7 CO Bighorn, LLC; private entity established to own real estate located in Breckenridge CO ; as of 3/22/2025; 0% of time spent during business hours; Not conducted at branch location; Investment related. 7. Co-owner, Ski Hill, LLC; private entity established to hold ownership in 7 CO Bighorn, LLC; Located in Breckenridge, CO; as of 6/20/2025; 0% of time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-11 |
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