Best Investors Account Sign in
Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-24
DE RA APPROVED 2018-01-22
PA RA APPROVED 2018-01-22
  • TX RA
    APPROVED
    Since 2026-03-24
  • DE RA
    APPROVED
    Since 2018-01-22
  • PA RA
    APPROVED
    Since 2018-01-22

Branch Locations

260 Kennett Pike, Chadds Ford, PA 19317 • 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
Principal Life Insurance Company Wilmington DE 10/2005 01/2018
Princor Financial Services Corporation Wilmington DE 10/2005 01/2018
Financial Advisors Of Delaware Valley Wilmington DE 09/2008 01/2018
Commonwealth Financial Network Waltham MA 01/2018 Present
  • 10/2005 → 01/2018
    Principal Life Insurance Company
    Wilmington, DE
  • 10/2005 → 01/2018
    Princor Financial Services Corporation
    Wilmington, DE
  • 09/2008 → 01/2018
    Financial Advisors Of Delaware Valley
    Wilmington, DE
  • 01/2018 → Present
    Waltham, MA
Previous Registrations
Other Businesses

1. President and 100% Owner, Independence Advisory Group, LLC a private entity est. to facilitate securities, advisory, and insurance business; As of 01/01/18; 50% time spent during regular business hours; Conducted at branch; Investment related. 2. Fixed insurance sales, as an Agent, under name 'Independence Wealth Services'; As of 10/06/17; 3% time spent during regular business hours; Conducted at branch location; Investment related. 3. Co-Owner, M&M Corporate Partners, LLC, a private entity est. to own and manage a commercial office property located in Chadds Ford, PA; As of 03/13/20; 0% time spent during regular business hours; Conducted at branch; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-23
S63 Uniform Securities Agent State Law Examination 2005-11-29
  • S66 Uniform Combined State Law Examination
    2005-12-23
  • S63 Uniform Securities Agent State Law Examination
    2005-11-29
Designations
Other Names
  • Mike Boyle

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chadds Ford, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor