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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-03-15 |
| PA | RA | APPROVED | 2010-06-15 |
Branch Locations
3009 State Hill Road, Wyomissing, PA 19610 • United States
Bonita Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2001 | Present |
| Berks Financial | Wyomissing | PA | 09/2001 | Present |
1.SELLING FIXED INSURANCE; AS AN AGENT; CONDUCTED FROM BRANCH LOCATION; SPENDS LESS THEN 10% OF HIS TIME
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-05 |
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