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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| PA | RA | APPROVED | 2020-01-02 |
Branch Locations
3960 William Flynn Highway Suite 200, Allison Park, PA 15101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Remo Financial | Allison Park | PA | 11/2002 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | Present |
1. Fixed insurance sales; as of 08/16/2018; 3% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, Remo Financial, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2025; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-15 |
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