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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Middleburg Bank | Leesburg | VA | 03/2008 | 03/2017 |
| Lpl Financial Llc | Charlotte | NC | 02/2013 | 03/2017 |
| Securities America, Inc. | Winchester | VA | 03/2017 | 06/2024 |
| Securities America Advisors | Winchester | VA | 03/2017 | 06/2024 |
| Osaic Wealth, Inc. | Winchester | VA | 06/2024 | 09/2024 |
| Osaic Wealth, Inc. | Winchester | VA | 06/2024 | 09/2024 |
| Hunt Country Wealth Management | Winchester | VA | 09/2024 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2024 | Present |
1.Fixed insurance sales; as of 10/01/2024; 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Hunt Country Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Winchester, VA, as of 04/01/2016; 0% time spent during business hours; Conducted at branch; Investment related. 3. Co-Owner, 804 Amherst, LLC; an entity created for the purpose of owning commercial property located at 804 Amherst Street, Winchester, VA 22601, as of 01/01/2023; 0% of time spent during business hours; Conducted at branch; Investment related. 4. Author, On Investing Well - The Elements of Good Investing; Located in Winchester, VA, as of 2019; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 5. Author, On Retiring Well - The Guidebook for Retirement Planning over 50; Located in Winchester, VA, as of 2019; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-11 |
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