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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 | 2026-03-26 |
| PA | RA | APPROVED | 2022-04-21 |
| DE | RA | APPROVED | 2008-02-01 |
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 |
|---|---|---|---|---|
| Independence Wealth Advisors, Inc | Wilmington | DE | 10/2007 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2008 | Present |
1. Independence Wealth Advisors, Inc DBA Independence Wealth Services; founding partner/CEO; entity created for securities and fixed insurance business; as of 2007, 100% of time spent during business hours, conducted from branch location; investment related. 2. Fixed insurance sales; as of 09/1980, 10% of time spent during business hours; conducted at branch, investment related. 3. Car collector and trader; sole proprietorship; as of 2017, approximately 5% time spent during securities trading hours per month; not conducted at branch location; not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-03 |
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