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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-25 |
Branch Locations
480 New Holland Avenue Suite 6204, Lancaster, PA 17602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strasburg Country Store & Creamery | Strasburg | PA | 01/2019 | 11/2021 |
| Millersville University | Millersville | PA | 08/2019 | 05/2023 |
| Align Wealth Strategies | Lancaster | PA | 07/2023 | Present |
| Colegio El Sauce | Quito | 01/2015 | 06/2018 | |
| Lampeter-Strasburg High School | Lancaster | PA | 08/2018 | 06/2019 |
| United Way Of Lancaster County | Lancaster | PA | 02/2022 | 04/2022 |
| Commonwealth Financial Network | Waltham | MA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-25 |
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