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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 | 2026-03-27 |
| PA | RA | APPROVED | 2010-07-20 |
Branch Locations
112 North Market Street, Ligonier, PA 15658 • United States
Beaver, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2002 | Present |
| Wealth Management Partners | Pittsburgh | PA | 01/2002 | Present |
1. Wealth Management Partners, LLC, Fixed Insurance sales; conducted at branch location, Investment related 2. 50% owner of rental property; Not conducted at branch location, Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-14 |
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