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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| PA | RA | APPROVED | 2010-06-15 |
Branch Locations
C/O Wealth Management Partners,Llc 790 Holiday Drive, Pittsburg, PA 15220 • United States
112 North Market Street, Ligonier, PA 15658 • United States
109 W Main Street Suite 103, Somerset, PA 15501 • United States
Horseshoe Bay, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2001 | Present |
| Wealth Management Partners, Llc | Pittsburgh | PA | 11/2001 | Present |
1. Fixed insurance sales, as of 11/2001, Less than 2% of time spent during business hours, Investment related, conducted from branch location. 2. Co-owner with spouse of rental real estate property; as of 2015, Less than 1% of time spent during business hours, not investment related; conducted at branch location. 3. President and owner of Elek Wealth Management, LLC, entity created to facilitate securities, advisory, and insurance business, as of 05/01/2015, 90% of time spent during business hours, Investment related and conducted from branch location.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-12 |
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