Best Investors Account Sign in
Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-03-05
  • NJ RA
    APPROVED
    Since 2026-03-05

Branch Locations

21 Main Street, Clinton, NJ 08809 • 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
Regal Cinemas Pohatcong NJ 08/2018 08/2021
Walmart Phillipsburg NJ 05/2023 08/2023
Ups Store Chester NJ 05/2024 08/2024
Johnson & Wales University Providence RI 08/2022 04/2025
Warren County Community College Washington NJ 08/2020 05/2022
Elevate Wealth Planning Clinton NJ 05/2025 Present
Unemployed Stewartsville NJ 01/2015 08/2018
Commonwealth Financial Network Waltham MA 12/2025 Present
  • 08/2018 → 08/2021
    Regal Cinemas
    Pohatcong, NJ
  • 05/2023 → 08/2023
    Walmart
    Phillipsburg, NJ
  • 05/2024 → 08/2024
    Ups Store
    Chester, NJ
  • 08/2022 → 04/2025
    Johnson & Wales University
    Providence, RI
  • 08/2020 → 05/2022
    Warren County Community College
    Washington, NJ
  • 05/2025 → Present
    Elevate Wealth Planning
    Clinton, NJ
  • 01/2015 → 08/2018
    Unemployed
    Stewartsville, NJ
  • 12/2025 → Present
    Waltham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-27
  • S66 Uniform Combined State Law Examination
    2026-02-27

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Clinton, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor