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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-24
MD RA APPROVED 2010-09-10
  • TX RA
    APPROVED_RES
    Since 2026-03-24
  • MD RA
    APPROVED
    Since 2010-09-10

Branch Locations

30 N Conococheague Street, Williamsport, MD 21795 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 09/2010 Present
Urner Andra Investment Management Hagerstown MD 09/2010 10/2016
Andra Wealth Management Hagerstown MD 10/2016 Present
  • 09/2010 → Present
    Waltham, MA
  • 09/2010 → 10/2016
    Urner Andra Investment Management
    Hagerstown, MD
  • 10/2016 → Present
    Andra Wealth Management
    Hagerstown, MD
Previous Registrations
Other Businesses

FIXED INSURANCE SALES FROM BRANCH LOCATION, INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-06-10
S63 Uniform Securities Agent State Law Examination 2005-10-25
  • S65 Uniform Investment Adviser Law Examination
    2009-06-10
  • S63 Uniform Securities Agent State Law Examination
    2005-10-25

View on SEC IAPD

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