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Jesse Lynn Steffy

Commonwealth Financial Network

Lancaster, PA

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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-04-07
  • PA RA
    APPROVED
    Since 2021-04-07

Branch Locations

480 New Holland Avenue Suite 6204, Lancaster, PA 17602 • 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
Commonwealth Financial Network Waltham MA 05/2010 06/2024
Align Wealth Strategies Lancaster PA 05/2010 11/2020
Align Wealth Strategies Lancester PA 11/2020 Present
Commonwealth Financial Network Waltham MA 06/2024 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-25
  • S66 Uniform Combined State Law Examination
    2020-11-25

View on SEC IAPD

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