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239 Baltimore Pike, Glen Mills, PA 19342-1127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-08 |
| PA | RA | APPROVED | 1993-06-24 |
Branch Locations
239 Baltimore Pike, Glen Mills, PA 19342-1127 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/1993 | Present |
| Planning Directions, Inc. Dba Common Cents Planning | Glen Mills | PA | 02/1985 | 06/2023 |
| Planning Directions, Inc. Dba Common Cents Planning | Glen Mills | PA | 07/2023 | Present |
1. Renting property, as owner, as of 09/01/1999, 0% of time spent during business hours, conducted at branch, not investment related. 2. Owner, Fred Dunbar, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 7/01/2023; 100% of time spent during business hours; conducted at branch; investment related. 3. Executor; Estate of sister-in-law Angela Conely; Located at 239 Baltimore Pike, Glen Mills, PA 19342, as of 12/10/2024; 5% of time spent during business hours; Conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-18 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-09 |
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