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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-05
  • PA RA
    APPROVED
    Since 2026-06-05

Branch Locations

275 Wyman Street, Ste. 400, Waltham, MA 02451 • 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 06/2026 Present
Geisler & Company Financial Planning Pittsburgh PA 06/2026 Present
Avantax Advisory Services Pittsburg PA 10/2019 09/2025
Donnelly-Boland Tax Services, Llc Pittsburg PA 08/2019 Present
Bruce Hall, Cpa Pittsburg PA 01/2019 06/2019
R.D. Hoag & Associates, Llc Carnegie PA 09/2017 01/2019
Grossman, Yanak & Ford, Llp Pittsburg PA 01/2016 06/2017
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
  • 06/2026 → Present
    Waltham, MA
  • 06/2026 → Present
    Geisler & Company Financial Planning
    Pittsburgh, PA
  • 10/2019 → 09/2025
    Avantax Advisory Services
    Pittsburg, PA
  • 08/2019 → Present
    Donnelly-Boland Tax Services, Llc
    Pittsburg, PA
  • 01/2019 → 06/2019
    Bruce Hall, Cpa
    Pittsburg, PA
  • 09/2017 → 01/2019
    R.D. Hoag & Associates, Llc
    Carnegie, PA
  • 01/2016 → 06/2017
    Grossman, Yanak & Ford, Llp
    Pittsburg, PA
  • 09/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2025-09-05 → 2026-06-16
    Pittsburgh, PA
  • 2019-11-13 → 2025-09-05
    Avantax Advisory Services
    Pittsburgh, PA
    Dallas, TX
Other Businesses

Tax Preparation, Donnelly-Boland Tax Services LLC; as of 8/12/2019; 1% of time spent during business hours; Conducted at branch; Not investment related.

View on SEC IAPD

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