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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-01-03 |
Branch Locations
480 New Holland Avenue Suite 6204, Lancaster, PA 17602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Align Wealth Strategies | Lancaster | PA | 07/2011 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2012 | Present |
1. Fixed Insurance Sales, as of 09/01/2008; 1% of time spent during business hours; conducted at branch location, investment related. 2. Co-Owner, Align Wealth Strategies, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 09/01/2018; 95% of time spent during business hours; Conducted at branch; Investment related. 3. Co-owner, Tomorrow Funded, LLC; private entity established to operate a subscription based financial wellness website; as of 8/04/2025; 4% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-21 |
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