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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-26 |
| PA | RA | APPROVED | 2012-11-15 |
Branch Locations
203 North Blakely Street, Dunmore, PA 18512 • United States
423 Main Street, Eynon, PA 18403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | PA | 11/2012 | 11/2021 |
| I&M Wealth Advisors | Dunmore | PA | 11/2012 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2021 | Present |
1. CO-OWNER, I & M WEALTH ADVISORS, LLC; A PRIVATE ENTITY ESTABLISHED TO FACILITATE SECURITIES, ADVISORY, AND INSURANCE BUSINESS; LOCATED AT [ADDRESS] AS OF 1/02/2020; 100% OF TIME SPENT DURING BUSINESS HOURS; CONDUCTED AT BRANCH; INVESTMENT RELATED. 2. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 3. EXPERT WITNESS IN COURT CASES; NON-INVESTMENT RELATED. 4. RENTAL PROPERTIES; OWNER; NOT INVESTMENT RELATED; NOT CONDUCTED AT BRANCH 5. NOTARY PUBLIC; NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-01 |
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