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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Blandon | PA | 09/2001 | 07/2024 |
| Adams & Associates | Blandon | PA | 09/2001 | 05/2024 |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | Present |
| Laventura & Associates | Blandon | PA | 07/2024 | Present |
1.Fixed insurance sales; Located at 8484 Allentown Pike, Blandon, PA 19510, as of 05/23/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2.Owner of rental property located in Kutztown, PA 19510, as of 05/24/2024; 2% of time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-17 |
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