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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-07 |
Branch Locations
1860 Charter Lane Suite 203, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Founders Financial Securities Llc | Towson | MD | 01/2023 | 07/2024 |
| College Student | Durham | NH | 08/2016 | 05/2020 |
| Doordash | Durham | NH | 05/2020 | 08/2020 |
| Kauffman's Animal Health | Lebanon | PA | 08/2020 | 01/2021 |
| College Student | Durham | NH | 01/2021 | 12/2021 |
| Unemployed | Lebanon | PA | 12/2021 | 05/2022 |
| Fager's Island | Ocean City | MD | 05/2022 | 09/2022 |
| Mel's Diner | Lebanon | PA | 09/2022 | 01/2023 |
| Commonwealth Financial Network | Waltham | MA | 09/2024 | 07/2025 |
| Clear Wealth Partners | Lancaster | PA | 09/2024 | 07/2025 |
| Commonwealth Financial Network | Waltham | MA | 07/2025 | Present |
| Clear Wealth Partners | Lancaster | PA | 07/2025 | Present |
1. Assistant Football Coach; Located at 115 E Evergreen Rd, Lebanon, PA 17042, as of 08/01/2024; Approximately 8% of time spent during business hours; Not conducted at branch location; Not investment related. 2. Fixed insurance sales; Located at 1860 Charter Lane, Suite 203, Lancaster, PA 17601, as of 03/02/2026; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-04 |
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