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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| PA | RA | APPROVED | 2024-01-25 |
Branch Locations
2674 Darlington Road, Beaver Falls, PA 15010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C&L Financial Services Llc | Beaver Falls | PA | 02/2014 | 12/2021 |
| Centauri Advisory Group, Inc. | Zelienople | PA | 10/2021 | 01/2024 |
| Commonwealth Financial Network | Waltham | MA | 01/2024 | 08/2025 |
| Flick Financial | Beaver Falls | PA | 01/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2025 | Present |
Fixed insurance sales; Located at 2674 Darlington Road Beaver Falls, PA 15010, as of 10/29/2024; 15% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-16 |
| S65 | Uniform Investment Adviser Law Examination | 2008-07-01 |
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