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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-01-07
  • PA RA
    APPROVED
    Since 2020-01-07

Branch Locations

110 John Robert Thomas Drive, Exton, PA 19341 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massachusetts Mutual Life Insurance Company Newtown Square PA 07/2017 02/2018
Mml Investors Services, Llc Newtown Square PA 07/2017 02/2018
Take Shape For Life, Inc Owings Mills MD 08/2015 01/2017
Integrated Health And Wellness Center, Pc Exton PA 08/2013 Present
Student Exton PA 08/2007 07/2017
Lpl Financial Llc West Chester PA 03/2018 01/2020
Great Valley Advisor Group, Inc. West Chester PA 01/2018 01/2020
Commonwealth Financial Network Waltham MA 01/2020 Present
Seide Financial Group Exton PA 01/2020 Present
  • 07/2017 → 02/2018
    Massachusetts Mutual Life Insurance Company
    Newtown Square, PA
  • 07/2017 → 02/2018
    Mml Investors Services, Llc
    Newtown Square, PA
  • 08/2015 → 01/2017
    Take Shape For Life, Inc
    Owings Mills, MD
  • 08/2013 → Present
    Integrated Health And Wellness Center, Pc
    Exton, PA
  • 08/2007 → 07/2017
    Student
    Exton, PA
  • 03/2018 → 01/2020
    Lpl Financial Llc
    West Chester, PA
  • 01/2018 → 01/2020
    Great Valley Advisor Group, Inc.
    West Chester, PA
  • 01/2020 → Present
    Waltham, MA
  • 01/2020 → Present
    Seide Financial Group
    Exton, PA
Other Businesses

1.Fixed insurance sales; as of 01/07/2020; 5% time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-24
  • S66 Uniform Combined State Law Examination
    2018-04-24

View on SEC IAPD

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