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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-06-15 |
Branch Locations
110 W. Eisenhower Drive Suite B, Hanover, PA 17331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2009 | Present |
| Benchmark Investments & Insurance | Hanover | PA | 11/2009 | Present |
1. Co- owner of Evans Financial Services, LLC., dba Benchmark Investments & Insurance; entity created for securities business and fixed insurance; as of 10/01/2008, 100% of time spent during business hours, conducted at branch location, investment related. 2. Fixed insurance sales; as of 09/09/2009, 0% of time spent during business hours, conducted at branch location, investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-17 |
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