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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-27 |
| GA | RA | APPROVED | 2024-11-27 |
| PA | RA | APPROVED | 2020-01-02 |
Branch Locations
200 N Union Street, Kennett Square, PA 19348 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Management Investment Distributors Inc. | Boston | MA | 09/2015 | 01/2018 |
| Huntsource | Charlotte | NC | 03/2018 | 03/2018 |
| Pacer Financial, Inc. | Malvern | PA | 04/2018 | 12/2019 |
| Pacer Advisors, Inc. | Malvern | PA | 04/2018 | 12/2019 |
| Commonwealth Financial Network | Waltham | MA | 01/2020 | Present |
| Retirement Capital Advisors | Kennett Square | PA | 01/2020 | Present |
Fixed insurance sales; Located at 200 N Union Street, Kennett Square, PA 19348, as of 11/13/2020; 2% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-20 |
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