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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-31 |
| MD | RA | APPROVED | 2012-05-04 |
| VA | RA | APPROVED | 2012-05-03 |
Branch Locations
6701 Democracy Boulevard Suite 555, Bethesda, MD 20817 • United States
Saint Petersburg, FL • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2012 | Present |
| Prime Wealth Management | Bethesda | MD | 05/2012 | 03/2022 |
| Brightview Financial Llc | Bethesda | MD | 03/2022 | Present |
1.Fixed insurance sales, under name Prime Wealth Management, conducted at branch, investment related 2. 100% Owner, BrightView Financial LLC, a Private Entity established to facilitate the payments of day to day business; Located at 6701 Democracy Boulevard, Suite 555, Bethesda, MD 20817, as of 11/02/2017; Approximately 0% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. Owner of rental property located in Naples, FL, as of 11/25/2019; 5% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-03 |
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