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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-24 |
Branch Locations
3101 Emrick Boulevard Suite 310, Bethlehem, PA 18020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rtd Financial Advisors, Inc. | Philadelphia | PA | 09/2013 | 08/2023 |
| Great Scott Financial Services | Bethlehem | PA | 11/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-04-27 |
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