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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2024 | 08/2024 |
| Ligonier Country Club | Ligonier | PA | 07/2016 | 08/2022 |
| Robert Morris University | Moon Township | PA | 11/2022 | 12/2023 |
| Ligonier Valley Middle School | Ligonier | PA | 01/2013 | 05/2017 |
| Commonwealth Financial Network | Waltham | MA | 08/2024 | Present |
| Elek Wealth Management, Llc | Ligonier | PA | 08/2024 | Present |
Fixed insurance sales; Located at 112 North Market Street, Ligonier, PA 15658, as of 08/07/2024; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-12 |
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