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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 | 2026-03-30 |
| PA | RA | APPROVED | 2016-11-04 |
Branch Locations
1 W. Broad St, 11Th Floor, Bethlehem, PA 18018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Allentown | PA | 07/2001 | 11/2016 |
| Commonwealth Financial Network | Waltham | MA | 11/2016 | Present |
| Steel Pillars Llc | Allentown | PA | 11/2016 | Present |
1) Fixed insurance sales, as of 2016, 15% of time spent during business hours, Investment related and conducted from branch location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-20 |
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