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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-01-13 |
Branch Locations
131 Main Street Suite 200, Prince Frederick, MD 20678 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities | Prince Frederick | MD | 04/2015 | 01/2021 |
| Commonwealth Financial Network | Waltham | MA | 01/2021 | Present |
| Pathway Wealth Partners | Prince Fredrick | MD | 07/2024 | Present |
1.Fixed insurance sales; as of 01/13/2021; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-03 |
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