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David Vance Duncan

Commonwealth Financial Network

Chadds Ford, PA

Malvern, PA

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-23
PA RA APPROVED 2010-08-23
DE RA APPROVED 2008-01-02
  • TX RA
    APPROVED
    Since 2026-03-23
  • PA RA
    APPROVED
    Since 2010-08-23
  • DE RA
    APPROVED
    Since 2008-01-02

Branch Locations

260 Kennett Pike, Chadds Ford, PA 19317 • United States

Malvern, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independence Wealth Advisors Wilmington DE 10/2005 Present
Commonwealth Financial Network Waltham MA 01/2008 Present
Previous Registrations
Other Businesses

SELLING FIXED INSURANCE UNDER NAME INDPENDENCE WELATH SERVICES, AT BRANCH LOCATION, INVESTMENT RELATED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-22
S65 Uniform Investment Adviser Law Examination 1996-11-05
S63 Uniform Securities Agent State Law Examination 1995-03-06
  • S66 Uniform Combined State Law Examination
    2005-03-22
  • S65 Uniform Investment Adviser Law Examination
    1996-11-05
  • S63 Uniform Securities Agent State Law Examination
    1995-03-06
Designations

View on SEC IAPD

Other Firms

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RBC CAPITAL MARKETS, LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
CORECAP ADVISORS
SMITHBRIDGE ASSET MANAGEMENT, INC.
CHARTERED ADVISORY GROUP

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Other Offices

DT INVESTMENT PARTNERS, LLC · CHADDS FORD, PA
RBC CAPITAL MARKETS, LLC · CHADDS FORD, PA
KINGSVIEW WEALTH MANAGEMENT, LLC · West Chester, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Glen Mills, PA
OSAIC WEALTH, INC. · Glen Mills, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Chadds Ford, PA
CORECAP ADVISORS · Glen Mills, PA
SMITHBRIDGE ASSET MANAGEMENT, INC. · CHADDS FORD, PA

More in Chadds Ford, PA

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