Davis Deringer

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2018 → 08/2024
  Lincoln Financial Advisors Corporation
  Cherry Hill, NJ
• 06/2018 → 08/2018
  Frankford Umbrellas
  Mt Laurel, NJ
• 05/2013 → 05/2018
  Wegmans Food Markets
  Mt Laurel, NJ
• 01/2011 → 12/2018
  Rowan University
  Glassboro, NJ
• 08/2024 → Present
  Ascend Wealth Management
  Cherry Hill, NJ
• 08/2024 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2023-03-20 → 2024-08-19
  Osaic Fa, Inc.
  Cherry Hill, NJ

Exams

• S66 Uniform Combined State Law Examination
  2021-10-02