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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-15 |
Branch Locations
19 North West Street, Doylestown, PA 18901 • United States
139 Walnut Street, Suite 104, Corning, NY 14830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed Financial Consultant | Lanshor/E/Doylestown | PA | 09/1983 | Present |
| Commonwealth Equity Services, Inc. | Doylestown | PA | 10/1991 | Present |
1.Fixed insurance sales under name Benefit Planning Services, Inc., Conducted at branch, Investment related. 2.Co-owner, Benefit Planning Services, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 05/04/2011; 0% time spent during business hours; Conducted at branch; Investment related. 3.Corning Financial Group, LLC, sole member of entity created as operating company for securities and insurance business, conducted at branch, investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1984-11-16 |
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