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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2008-08-15 |
Branch Locations
212 Maple Avenue, Red Bank, NJ 07701 • United States
Rumson, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2008 | Present |
| Kornblum & Tomas Financial Services | Red Bank | NJ | 08/2008 | 10/2016 |
| Kornblum & Haverstick Financial Services | Red Bank | NJ | 10/2016 | Present |
1. Fixed insurance sales, as of 12/1999; Approximately 10% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Co-Owner and Managing Partner, Kornstick Properties, LLC, a private real estate holding company that owns building where branch office is located and rents out three offices located in building; As of 08/2016; Approximately 2% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 3. President and Managing Member, NBT Properties, LLC, a private real estate holding company which owns and manages a residential rental property located in Red Bank, NJ; As of 02/2008; Approximately 2% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 4. President and Co-Owner, 402 Melrose LLC, an entity created for the purpose of buying and managing residential real estate located in Long Branch, NJ 07740, as of 11/12/2020; Less than 1% of time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-19 |
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