Best Investors Account Sign in
Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-08-01
  • PA RA
    APPROVED
    Since 2011-08-01

Branch Locations

1860 Charter Lane Suite 203, Lancaster, PA 17601 • 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 07/2011 Present
Clear Wealth Partners Lancaster PA 11/2020 Present
Sherman Werst Wealth Advisors Lancaster PA 01/2013 08/2018
Align Wealth Strategies Lancaster PA 08/2018 11/2020
  • 07/2011 → Present
    Waltham, MA
  • 11/2020 → Present
    Clear Wealth Partners
    Lancaster, PA
  • 01/2013 → 08/2018
    Sherman Werst Wealth Advisors
    Lancaster, PA
  • 08/2018 → 11/2020
    Align Wealth Strategies
    Lancaster, PA
Previous Registrations
  • 2011-08-12 → 2016-12-31
    Sherman Werst Wealth Advisors
    Lancaster, PA
  • 2006-10-12 → 2011-08-02
    Td Ameritrade, Inc.
    Harrisburg, PA
  • 2006-10-12 → 2011-08-02
    Td Ameritrade Investment Management, Llc
    Lemoyne, PA
    Harrisburg, PA
Other Businesses

1.Fixed insurance sales; as of 08/17/2011; Approximately 3% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Owner, Clear Wealth Partners, LLC; a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 12/01/2020; 95% time spent during business hours; Conducted at branch; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-11
  • S66 Uniform Combined State Law Examination
    2006-10-11

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lancaster, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor