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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 |
| PA | RA | APPROVED | 2023-03-29 |
| DE | RA | APPROVED | 2019-04-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase & Co | Newark | DE | 08/2012 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 05/2018 | 09/2020 |
| Independence Wealth Services | Hockessin | DE | 05/2018 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2020 | Present |
Tax Preparation, Jason Babiarz, CPA; located in Wilmington, DE and Chadds Ford, PA; as of 2/26/2021; 0% time spent during business hours; Conducted at branch; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-01 |
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