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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-09-13 |
Branch Locations
Pittsburgh, PA • United States
C/O Wealth Management Partners,Llc 790 Holiday Drive, Pittsburg, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmfs Advisors, Llc | Pittsburgh, Pa | PA | 05/2016 | 11/2016 |
| Financial Engines Advisors L.L.C. | Cranberry Township | PA | 11/2016 | 09/2018 |
| Wealth Management Partners, Llc | Pittsburgh | PA | 10/2018 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2019 | Present |
Fixed insurance sales, as an Agent, under the name 'Wealth Management Partners, LLC'; As of 04/05/19; 10% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-09-30 |
| S66 | Uniform Combined State Law Examination | 2013-07-19 |
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