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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-05-18 |
Branch Locations
4119 Conrad Weiser Parkway, Womelsdorf, PA 19567 • United States
231 E. Main St., Lititz, PA 17543 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Myerstown | PA | 04/2010 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 05/2018 | Present |
| Fisher Financial Associates | Womelsdorf | PA | 04/2010 | Present |
1. Fixed Insurance Sales; As of 05/15/2018; Approximately less than 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Owner of rental property's located in Myerstown, PA, Rehoboth Beach, DE, and Lititz, PA, as of 10/26/2020; 0% of time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-24 |
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