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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 | 2026-03-25 |
| PA | RA | APPROVED | 2019-10-01 |
Branch Locations
1001 Old Cassatt Rd Suite 206, Berwyn, PA 19312 • 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 |
|---|---|---|---|---|
| Minnesota Life Insurance | St. Paul | MN | 01/2012 | 09/2019 |
| Securian Financial Services, Inc | St. Paul | MN | 01/2012 | 09/2019 |
| Legacy Planning Partners | Plymouth Meeting | PA | 01/2012 | 11/2024 |
| Commonwealth Financial Network | Waltham | MA | 10/2019 | Present |
| High Point Financial, Llc | Berwyn | PA | 11/2024 | Present |
Fixed insurance sales; as of 10/01/2019; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-09 |
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