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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 11/1995 | 03/2020 |
| Cuna Mutual Group | Waverly | IA | 11/1995 | 03/2020 |
| Commonwealth Financial Network | Waltham | MA | 03/2020 | Present |
| Catrabone, Catrabone & Associates | Erie | PA | 03/2020 | Present |
Fixed insurance sales, as an Agent, under the name 'Catrabone, Catrabone & Associates'; As of 3/6/2020; Less than 5% time spent during regular business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-08 |
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