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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 06/2004 | 07/2023 |
| Bank Of America, N.A. | Scranton | PA | 09/2011 | 07/2023 |
| Commonwealth Financial Network | Waltham | MA | 07/2023 | 06/2026 |
| Joy World Wealth Partners | Scranton | PA | 07/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 06/2026 | Present |
1. Fixed insurance sales; as of 07/07/2023; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Coach, Success and Fulfillment Coach, Located in Scranton, PA, as of 08/01/2023; Approximately 5% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-21 |
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