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Account
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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-13 |
Branch Locations
601 21St Street Ste 300, Vero Beach, FL 32960 • United States
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2015 | 12/2021 |
| Commonwealth Financial Network | Waltham | MA | 01/2022 | 10/2025 |
| United Planners | Scottsdale | AZ | 10/2025 | Present |
| Clifford Faintych | Vero Beach | FL | 10/2005 | Present |
1.) CLIFFORD FAINTYCH - INSURANCE AGENT - NON-VARIABLE INSURANCE - VERO BEACH, FL - SINCE 10/2005 - INVESTMENT RELATED 2.) ASHOKAN WEALTH MANAGEMENT - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - VERO BEACH, FL - SINCE 12/2014 - INVESTMENT RELATED 3.) FRIENDS OF MARCH GALLAGHER, ULSTER COUNTY COMPTROLLER CAMPAIGN - TREASURER - CAMPAIGN FINANCE TREASURER - KINGSTON, NY - SINCE 05/2022 - NOT INVESTMENT RELATED 4.) COMMITTEE TO ELECT OF ROBERT DRAKE, ULSTER COUNTY LEGISLATURE CAMPAIGN - CAMPAIGN FINANCE TREASURER - TREASURER - PHOENICIA, NY - SINCE 12/2025 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-26 |
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