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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-04-26 |
Branch Locations
1705 Newtown-Langhorne Road Suite 1, Langhorne, PA 19047 • United States
Langhorne, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Southampton | PA | 12/2017 | 04/2019 |
| Conair Corporation | East Windsor | NJ | 03/2005 | 10/2017 |
| Private Advisor Group, Llc | Southampton | PA | 01/2018 | 05/2018 |
| Private Advisor Group, Llc | Southampton | PA | 05/2018 | 04/2019 |
| Commonwealth Financial Network | Waltham | MA | 04/2019 | Present |
| Curo Wealth Management | Langhorne | PA | 04/2019 | Present |
1. Fixed insurance sales, as an Agent; As of 05/01/19; 10% time during business hours; Conducted at branch; Investment related. 2. Co-owner, Triskell Sport Horses, LLC; a private entity created for the purchasing, training, and selling of horses; Located at 7 Erica Drive, Langhorne, PA 19047; as of 12/12/2025; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-22 |
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