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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| PA | RA | APPROVED | 2017-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management, Inc. | York | PA | 07/2008 | 09/2017 |
| Keystone Financial Strategies | York | PA | 09/2009 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2017 | Present |
1. SN Advisors, LLP dba Keystone Financial Strategies; Partner; 30-35 Hours Per Week; Investment Related; Conducted at Branch 2. Fixed Insurance Sales; Keystone Financial Strategies; Agent; 0 - 2 Hours Per Week; Investment Related; Conducted at Branch 3. Keystone Financial Strategies; CPA; 7-10 Hours Per Week; Not-Investment Related; Conducted at Branch 4. Armstrong Thorne, LLC; Real Estate Holding Company; Owner; 0 - 2 Hours Per Week; Investment Related; Conducted at Branch
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-12-23 |
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