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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-03-26 |
| TX | RA | APPROVED_RES | 2026-03-25 |
| VA | RA | APPROVED | 2023-01-12 |
Branch Locations
1775 Wiehle Ave Suite 250, Reston, VA 20190 • United States
Aldie, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Alexandria | VA | 10/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Alexandria | VA | 11/2016 | 01/2017 |
| Cambridge Investment Research, Inc. | Fairifeld | IA | 01/2017 | 01/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2017 | 01/2023 |
| Potomac Financial Private Client Group | Reston | VA | 01/2023 | 07/2024 |
| Commonwealth Financial Network | Waltham | MA | 01/2023 | Present |
| Forge Financial Group | Reston | VA | 07/2024 | Present |
Fixed insurance sales; as of 1/11/2023; 0% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Corso Financial LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/11/2023; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-06 |
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