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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-03-07 |
Branch Locations
C/O Wealth Management Partners,Llc 790 Holiday Drive, Pittsburg, PA 15220 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Partners | Pittsburgh | PA | 01/2009 | Present |
| Commonwealth Financial Network | Waltham | MA | 02/2009 | Present |
1. Fixed insurance sales, as an Agent, under the name 'Wealth Management Partners, LLC'; As of 04/17/14; 5% time spent during regular business hours; Conducted at branch; Investment related. 2. Member and Owner, Ashcroft Holdings, LLC, a registered private entity; As of 11/2006; 0% time spent during regular business hours; Not conducted at branch; Not investment related. 3. Online sales of antique and other physical items under the name 'Ashjetta and Richard's Gear Bazaar'; As of 03/01/16; 0% time spent during regular business hours; Not conducted at branch; Not investment related. 4. Antiques Dealer, The Linden Tree; Located at 233 Mercer Street, Harmony, PA 16037, as of 2016; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 5. Owner, Ashcroft Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2024; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-23 |
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