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Denise Schatz

Commonwealth Financial Network

Chadds Ford, 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 2023-10-07
  • PA RA
    APPROVED
    Since 2023-10-07

Branch Locations

260 Kennett Pike, Chadds Ford, PA 19317 • 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
Independence Wealth Services Chadds Ford PA 02/2023 04/2026
Aunt Mamie's Italian Specialties West Chester PA 04/2020 02/2023
Denise Larue Coaching Downingtown PA 03/2019 02/2022
Midatlantic Employers Association King Of Prussia PA 02/2018 03/2019
Energage (Fka Workplace Dynamics) Exton PA 08/2010 02/2018
Commonwealth Financial Network Waltham MA 04/2023 04/2026
Commonwealth Financial Network Waltham MA 04/2026 Present
Independence Wealth Services Chadds Ford PA 04/2026 Present
  • 02/2023 → 04/2026
    Independence Wealth Services
    Chadds Ford, PA
  • 04/2020 → 02/2023
    Aunt Mamie's Italian Specialties
    West Chester, PA
  • 03/2019 → 02/2022
    Denise Larue Coaching
    Downingtown, PA
  • 02/2018 → 03/2019
    Midatlantic Employers Association
    King Of Prussia, PA
  • 08/2010 → 02/2018
    Energage (Fka Workplace Dynamics)
    Exton, PA
  • 04/2023 → 04/2026
    Commonwealth Financial Network
    Waltham, MA
  • 04/2026 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 04/2026 → Present
    Independence Wealth Services
    Chadds Ford, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-07
  • S65 Uniform Investment Adviser Law Examination
    2023-10-07
Other Names
  • Denise Vaccaro
  • Denise Larue

View on SEC IAPD

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OSAIC WEALTH, INC.
CORECAP ADVISORS
SMITHBRIDGE ASSET MANAGEMENT, INC.
CHARTERED ADVISORY GROUP

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Michael David D'Antonio
Ryan Riley Omensetter
LUKE PENSEROT SMITH
JONATHAN DARRELL SMITH
CHARLES Andres SMITH
Jennifer Hahn Giles

Other Offices

DT INVESTMENT PARTNERS, LLC · CHADDS FORD, PA
RBC CAPITAL MARKETS, LLC · CHADDS FORD, PA
KINGSVIEW WEALTH MANAGEMENT, LLC · West Chester, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Glen Mills, PA
OSAIC WEALTH, INC. · Glen Mills, PA
STATE FARM INVESTMENT MANAGEMENT CORP. · Chadds Ford, PA
CORECAP ADVISORS · Glen Mills, PA
SMITHBRIDGE ASSET MANAGEMENT, INC. · CHADDS FORD, PA

More in Chadds Ford, PA

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