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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaking | Chadds Ford | PA | 06/2015 | Present |
| Berks-Mont Camping Center, Inc. | Boyertown | PA | 06/2015 | 12/2020 |
| Commonwealth Financial Network | Waltham | MA | 09/2023 | 04/2024 |
| Independence Wealth Services | Chadds Ford | PA | 09/2023 | 04/2024 |
| Commonwealth Financial Network | Waltham | MA | 04/2024 | Present |
| Independence Wealth Services | Chadds Ford | PA | 04/2024 | Present |
Shellenberger Family, LLC (member) Not investment related 716 Indian Creek Rd Telford, PA 18969 Commercial real estate rental Start date: 01/1998 No hours devoted Duties: none (minority membership interest)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-20 |
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