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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-05-18 |
Branch Locations
4119 Conrad Weiser Parkway, Womelsdorf, PA 19567 • United States
231 E. Main St., Lititz, PA 17543 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Womelsdorf | PA | 05/2017 | 05/2018 |
| M&T Bank | Harrisburg | PA | 10/2008 | 05/2017 |
| Commonwealth Financial Network | Waltham | MA | 05/2018 | Present |
| Fisher Financial Associates | Womelsdorf | PA | 05/2017 | Present |
1. Fixed Insurance Sales; As of April 2018; Approximately 0% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-20 |
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