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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-11-07 |
Branch Locations
2 Washington St., Towanda, PA 18848 • United States
Comendador Levy Gasparian/Rj • Brazil
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2014 | Present |
| Trowbridge & Co Wealth Management Group | Towanda | PA | 11/2014 | Present |
1. Fixed insurance sales, as an Agent; Conducted at branch; Investment related. 2. Co-owner of rental properties located in Nicholson, PA and Laceyville, PA, as of 09/19/2014; 1% of time spent during business hours; Not conducted at branch location; Investment related. 3. Owner, Real estate properties leased for gas royalties; Located in Wyalusing, Meshoppen, and Laceyville, PA, as of 6/01/2012; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-27 |
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