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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-26 |
| PA | RA | APPROVED | 2010-06-15 |
Branch Locations
Bemus Point, NY • United States
C/O Wealth Management Partners,Llc 790 Holiday Drive, Pittsburg, PA 15220 • United States
112 North Market Street, Ligonier, PA 15658 • United States
Beaver, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2001 | Present |
| Wealth Management Parteners, Llc | Pittsburg | PA | 11/2001 | Present |
1. Insurance sales; Conducted out of branch office for 8 hours per month. 2. Subleasing office space - non investment related. 3. Brighton Township Zoning Board, PA, attends zoning meeting as board member to hear and decide appeals, $100 year income. Not investment-related. 4. Wealth Management Partners, LLC - entity created for securities business, president, investment related. 5. Co-owner of rental property located in Beaver, PA, as of 1998; approximately 0% 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 | 2000-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-29 |
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