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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| PA | RA | APPROVED | 2010-06-15 |
Branch Locations
2200 Georgetown Dr Suite 300, Sewickley, PA 15143 • United States
2200 Georgetown Drive Suite 300, Sewickley, PA 15143 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-25 |
Branch Locations
2200 Georgetown Drive Suite 300, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Wexford | PA | 08/1995 | Present |
| Reliance Financial Advisors | Wexford | PA | 01/1996 | Present |
1. Investment Adviser Representative and Registered Investment Advisor with Commonwealth Financial Network, offering asset management, financial planning and consulting services; Conducted at investment advisor main office; Investment related. 2. Fixed insurance sales, as an Agent, under the name 'Reliance Financial Advisors'; Conducted at main office; Investment related. 3. Tax Preparation, Reliance Financial Advisors; as of 1997; Less than 10% of time spent during business hours; Conducted at branch; Not investment related. 4. Owner, Reliance Financial Advisors, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 10/31/2022; 90% time spent during business hours; Conducted at investment advisor main office; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-27 |
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