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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| DC | RA | APPROVED | 2005-05-16 |
| VA | RA | APPROVED | 2005-04-30 |
Branch Locations
6361 Walker Lane Suite 120, Alexandria, VA 22310 • United States
Washington, DC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2005 | Present |
1. Fixed Insurance Sales, as an Agent, under the name 'The Harvey Group'; Conducted at branch location; Investment related. 2. Co-Owner of rental properties located in Washington, D.C.; As of 2005; Approximately 5% time spent during securities trading hours per month; Not conducted at branch location; Investment related. 3. Executor for familial estates; Not conducted at branch location; Not investment related. 4. Co-owner, Le Miel, LLC; wine making & sales; Located at 2950 Davenport St., NW Washington DC 20008; as of 10/31/2022; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-22 |
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