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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| VA | RA | APPROVED | 2012-10-01 |
Branch Locations
1775 Tysons Blvd Fifth Floor, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2012 | Present |
| Concentric Private Wealth | Mclean | VA | 10/2012 | Present |
1. SELLING FIXED INSURANCE UNDER NAME CONCENTRIC PRIVATE WEALTH, CONDUCTED AT BRANCH, INVESTMENT RELATED. 2. CONCENTRIC PRIVATE WEALTH, PRESIDENT, SOLE OWNER AND 401K PLAN TRUSTEE, FOR A PRIVATE ENTITY FOR OPERATING SECURITIES BUSINESS, CONDUCTED AT BRANCH, INVESTMENT RELATED. 3. CO-OWNER OF JACK BOOKS, LLC, ENTITY CREATED TO AUTHOR AND PUBLISH BOOK. NOT INVESTMENT RELATED AND NOT CONDUCTED FROM BRANCH LOCATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-12 |
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