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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 | 2011-04-29 |
Branch Locations
11130 Sunrise Valley Drive Suite 130, Reston, VA 20191 • United States
Kilmarnock, VA • United States
Fairfax, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2011 | Present |
| Potomac Financial Private Client Group, Llc | Mclean | VA | 04/2011 | Present |
1. Fixed insurance sales; as of 02/17/2011; 5% of time spent during business hours, conducted from branch office; investment related 2. Co-Owner, Potomac Financial Private Client Group, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 11/01/2020; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-04 |
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