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239 Baltimore Pike, Glen Mills, PA 19342-1127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-22 |
| PA | RA | APPROVED | 2016-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2015 | Present |
| Planning Directions, Inc. Dba Common Cents Planning | Glen Mills | PA | 10/2015 | 06/2023 |
| Planning Directions, Inc. Dba Common Cents Planning | Glen Mills | PA | 07/2023 | Present |
1. Fixed insurance product sales, as of 10/21/2015, less than 1% of time spent during business hours, conducted at branch, investment related. 2. Co-Owner, Eli Cash Properties, LLC, an entity created for the purpose of buying and managing residential real estate in Coatesville, PA, as of 01/28/2021; 0% of time spent during business hours; Not Conducted at branch; Investment related. 3. Co-owner & President, Planning Directions, Inc; private entity established as an RIA; as of 7/01/2023; 10% of time spent during business hours; Conducted at branch; Investment related. 4. Co-owner & President, Common Cents Planning, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 7/01/2023; 90% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-09-30 |
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