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1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-01-29 |
Branch Locations
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilmington Trust, N.A. | Williamsport | PA | 06/2010 | 10/2018 |
| M&T Securities | Williamsport | PA | 06/2010 | 10/2018 |
| Commonwealth Financial Network | Waltham | MA | 10/2018 | 01/2019 |
| Evergreen Wealth Solutions, Llc | Williamsport | PA | 01/2019 | Present |
Fixed insurance sales, as an Agent, under the name Evergreen Wealth Solutions; As of 10/31/2018; Approximately 5-10% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-03 |
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