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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-05-31
MD RA APPROVED 2012-05-04
VA RA APPROVED 2012-05-03
  • FL RA
    APPROVED
    Since 2023-05-31
  • MD RA
    APPROVED
    Since 2012-05-04
  • VA RA
    APPROVED
    Since 2012-05-03

Branch Locations

6701 Democracy Boulevard Suite 555, Bethesda, MD 20817 • United States

Saint Petersburg, FL • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2012 → Present
    Waltham, MA
  • 05/2012 → 03/2022
    Prime Wealth Management
    Bethesda, MD
  • 03/2022 → Present
    Brightview Financial Llc
    Bethesda, MD
Previous Registrations
  • 2007-09-13 → 2012-05-03
    Chantilly, VA
    Fairfax, VA
    Fairfax, VA
    Vienna, VA
    Rockville, MD
    Annapolis, MD
    Frederick, MD
    Frederick, MD
    Frederick, MD
    Silver Springs, MD
    Bethesda, MD
    Rockville, MD
    Potomac, MD
    Bethesda, MD
    Chantilly, VA
    Linthicum, MD
    Leesburg, VA
    Fairfax, VA
    Fairfax, VA
    Rockville, MD
    Fairfax, VA
  • 2002-12-20 → 2007-10-09
    Uvest Financial Services Group, Inc.
    Rockville, MD
    Rockville, MD
    Olney, MD
    Leesburg, VA
    Fairfax, VA
    Fairfax, VA
    Chantilly, VA
    Vienna, VA
  • 2000-10-23 → 2002-12-04
    Rockville, MD
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-10-03
  • S66 Uniform Combined State Law Examination
    2000-10-03
Designations

View on SEC IAPD

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