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1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-07 |
Branch Locations
Hutchinson Island, FL • United States
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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Morristown | NJ | 11/2007 | 10/2019 |
| Commonwealth Financial Network | Waltham | MA | 10/2019 | 04/2026 |
| Warren Wealth Associates | Warren | NJ | 10/2019 | 04/2026 |
| Kintra Wealth, Llc | Warren | NJ | 04/2026 | Present |
1. Fixed insurance sales, as an Agent, ; As of 09/12/19; 2% time spent during regular business hours; Conducted at branch; Investment related. 2. Owner of a residential rental property located in Pulaski, NY; As of 2003; 0% time spent during regular business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-02 |
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