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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| FL | RA | APPROVED | 2026-02-06 |
| PA | RA | APPROVED | 2018-03-12 |
Branch Locations
Fort Myers, FL • United States
110 John Robert Thomas Drive, Exton, PA 19341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfizer, Inc | 500 Arcola Dr | PA | 08/1995 | 02/2018 |
| Seide Financial Group | Exton | PA | 02/2018 | 04/2018 |
| Commonwealth Financial Network | Waltham | MA | 02/2018 | Present |
| Seide Financial Group | Exton | PA | 04/2018 | Present |
1. Co-owner, You Are Two Down, LLC; an entity created for the purpose of managing real estate in Exton, PA, as of 1/01/2023; Less than 5% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 02/01/2018; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. Owner, Seide Financial Group, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2023; 95% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-09 |
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