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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-11-25 |
Branch Locations
19 North West Street, Doylestown, PA 18901 • United States
139 Walnut Street, Suite 104, Corning, NY 14830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2003 | Present |
1.Fixed insurance sales Conducted at branch, Investment related. 2.Co-owner, Benefit Planning Services, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 09/10/2014; 0% time spent during business hours; Conducted at branch; Investment related. 3. Head Coach, True Philly Green 2028 Lacrosse; Located In Philadelphia, Pa As Of 8/10/2023; 0% Time Spent During Business Hours; Not Conducted At Branch Location; Not Investment Related. 4. Assistant Lacrosse Coach, CB South High School Boys Lacrosse; Located at 1100 Folly Road, Warrington, PA 18976, as of 03/25/2025; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-26 |
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