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9030 Stony Point Parkway Suite 470, Richmond, VA 23235 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-10 |
| NC | RA | APPROVED | 2020-01-16 |
| VA | RA | APPROVED | 2020-01-16 |
Branch Locations
9030 Stony Point Parkway Suite 470, Richmond, VA 23235 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp. | Richmond | VA | 07/2001 | 01/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2017 | Present |
| Commonwealth Retirement Inv | Richmond | VA | 01/2017 | Present |
1) COMMONWEALTH RETIREMENT INVESTMENTS, LLC DBA COMMONWEALTH RETIREMENT ADVISORS, LLC; INVESTMENT RELATED; AT REGISTERED LOCATION ; LEGAL ENTITY USED TO PAY BUSINESS EXPENSES; MEMBER/PRESIDENT; START DATE 1/2012; 10 HOURS/MONTH; 5 HOURS DURING TRADING HOURS; ADMINISTRATIVE 2)DRAKE FAMILY IRREVOCABLE TRUST; NOT INVESTMENT RELATED; 16280 Maple Hall Dr, MIDLOTHIAN VA 23112; CO-TRUSTEE OF FAMILY IRREVOCABLE TRUST; TRUSTEE, NOT BEING COMPENSATED; STATE 01/2010; 1 HOUR/MONTH; 1 HOUR/MONTH DURING TRADING HOURS; SERVE AS TRUSTEE WHEN NEEDED 3)PKSF; INVESTMENT RELATED; AT REGISTERED LOCATION; OFFERING DISABILITY INSURANCE, FIXED AND FIXED INDEXED ANNUITIES, FIXED LIFE INSURANCE; AGENT/BROKER; STATE DATE 1/2017; 12 HOURS/MONTH; 12 HOURS/MONTH DURING TRADING HOURS; AGENT/BROKER OFFERING FIXED INSURANCE AND INVESTMENT PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-09 |
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