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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-07 |
Branch Locations
535 Route 38 East Suite 502 E, Cherry Hill, NJ 08002 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilmington Trust | Wilmingotn | DE | 05/2016 | 04/2022 |
| M&T Securities, Inc. | Wilmington | DE | 05/2016 | 04/2022 |
| Pnc Private Bank | Princeton | NJ | 04/2022 | 01/2025 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
| Pegasus Wealth Management | Cherry Hill | NJ | 01/2025 | Present |
1. Owner, Collectibles Empire; Located in Merchantville NJ 08109, as of 01/01/2021; 1% of time spent during business hours; Not conducted at branch location; Not investment related. 2. Owner, Pegasus Wealth Management; a private entity established to facilitate securities, advisory, and insurance business; Located in Cherry Hill, NJ 08002; as of 01/06/2025; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-06 |
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