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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-06-02 |
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 11/07/2019; less than 5% time spent during business hours; Conducted at branch location; Investment related. 2. Tax Preparer, JRB Wealth Management, Inc., offering general accounting, tax preparation, and payroll processing services; As of 11/07/19; 20% time spent during regular business hours; Conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-28 |
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