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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Yardley | PA | 04/2012 | 11/2019 |
| Commonwealth Financial Network | Waltham | MA | 11/2019 | Present |
| Jrb Wealth Management | Yardley | PA | 11/2019 | Present |
1.Fixed insurance sales; as of 11/7/2019; less than 5% time spent during business hours; Conducted at branch location; Investment related. 2. Owner; JRB Wealth Management; a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 11/7/2019; less than 5% time spent during business hours; Conducted at branch; Investment related. 3. Tax Preparation and accounting, John Boscarelli CPA, Inc; as of 11/7/2019; 5% Time spent during business hours; conducted at branch; Not investment related. 4. Co-Owner of rental property located in Naples, FL, as of 01/01/2024; 1% of time spent during business hours; Not conducted at branch location; Investment related. 5. Owner, 15 West Afton, LLC, an entity created for the purpose of buying and managing commercial real estate, as of 08/03/2016; 1% of time spent during business hours; Conducted at branch; Investment related. 6. Co-owner of rental property located in Wildwood, NJ, as of 08/30/2025; 0% of time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-15 |
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