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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 | 2013-07-22 |
Branch Locations
1244 West Chester Pike Suite 408, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/2010 | Present |
| Biffen Wealth Management | West Chester | PA | 08/2010 | Present |
1. Fixed Insurance sales, as of 04/15/2018, 1% of time spent during business hours, conducted at branch, investment related. 2. Fire Fighter, Rocky Run Fire Company; Located at 1174 W Baltimore Pike, Media, PA 19063, as of 11/21/2025; 1% of time spent during business hours; Not Conducted at branch location; Not Investment related. 3. Paramedic, Rocky Run Fire Company; Located at 1174 W Baltimore Pike, Media, PA 19063, as of 11/26/2025; 1% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-07 |
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