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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-23
DE RA APPROVED 2015-01-05
PA RA APPROVED 2015-01-05
  • TX RA
    APPROVED_RES
    Since 2026-03-23
  • DE RA
    APPROVED
    Since 2015-01-05
  • PA RA
    APPROVED
    Since 2015-01-05

Branch Locations

3711 Kennett Pike, Suite 201, Wilmington, DE 19807 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 01/2015 Present
Wsfs Bank Greenville DE 10/2009 06/2025
Haven Private Wealth Wilmington DE 06/2025 Present
  • 01/2015 → Present
    Waltham, MA
  • 10/2009 → 06/2025
    Wsfs Bank
    Greenville, DE
  • 06/2025 → Present
    Haven Private Wealth
    Wilmington, DE
Previous Registrations
  • 2009-10-30 → 2015-01-06
    Invest Financial Corporation
    New Castle, DE
    Newark, DE
    Delaware City, DE
    Kennett Square, PA
    Newark, DE
    Bear, DE
    New Castle, DE
    Newark, DE
    New Castle, DE
    Hockessin, DE
    Bear, DE
    Middletown, DE
    Bear, DE
    Wilmington, DE
  • 2008-01-14 → 2008-03-19
    Valley Forge Asset Management, Llc
    Wilmington, DE
    King Of Prussia, PA
Other Businesses

1. Fixed Insurance sales; less than 5% time spent during business hours; conducted at branch location; investment related. 2. Co-owner, Haven Private Wealth LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 6/09/2025; 95% of time spent during business hours; Conducted at branch; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-13
S63 Uniform Securities Agent State Law Examination 2005-01-28
  • S66 Uniform Combined State Law Examination
    2014-03-13
  • S63 Uniform Securities Agent State Law Examination
    2005-01-28
Other Names
  • Theodore Quillen
  • Theodore Quillen
  • Theodore Quillen

View on SEC IAPD

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