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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-22 |
| PA | RA | APPROVED | 2010-08-23 |
Branch Locations
200 North Union Street, Kennett Square, PA 19348 • United States
Avondale, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2010 | Present |
| Union Street Financial Llc | Kennett Square | PA | 01/2010 | Present |
1. UNION STREET FINANCIAL LLC - SOLE MEMBER OF ENTITY CREATED FOR SECURITIES AND INSURANCE BUSINESS, INVESTMENT RELATED. 2. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 3. MUSHROOM CAPITAL, LLC - SOLE MEMBER OF ENTITY CREATED TO OWN BRANCH OFFICE BUILDING, NOT INVESTMENT RELATED. 4. MUSHROOM CAPITAL, LLC - SUBLETTING OFFICE SPACE TO CFN ADVISOR; INVESTMENT RELATED; CONDUCTED AT BRANCH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-05 |
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