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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-01 |
Branch Locations
2674 Darlington Road, Beaver Falls, PA 15010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Beaver Falls | PA | 01/2008 | 05/2018 |
| Axa Advisors, Llc | New York | NY | 07/2018 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2018 | 02/2024 |
| Commonwealth Financial Network | Waltham | MA | 02/2024 | Present |
| Flick Financial | Beaver Falls | PA | 02/2024 | Present |
Fixed insurance sales; as of 2/1/2024; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-28 |
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