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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-23
VA RA APPROVED 2024-05-16
GA RA APPROVED 2024-05-15
  • TX RA
    APPROVED
    Since 2026-03-23
  • VA RA
    APPROVED
    Since 2024-05-16
  • GA RA
    APPROVED
    Since 2024-05-15

Branch Locations

1775 Tysons Blvd Fifth Floor, Mclean, VA 22102 • United States

Dallas, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Commonwealth Financial Network Waltham MA 12/2011 11/2023
Jsa Sustainable Wealth Management Rhinebeck NY 01/2012 12/2022
Longwave Financial Rhinebeck NY 01/2023 11/2023
Tiaa Atlanta GA 02/2024 05/2024
Tiaa-Cref Individual & Institutional Services, Llc Atlanta GA 02/2024 05/2024
Unemployed Dallas GA 11/2023 02/2024
Commonwealth Financial Network Waltham MA 05/2024 Present
Concentric Private Wealth Mclean VA 05/2024 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-09-03
  • S63 Uniform Securities Agent State Law Examination
    2013-09-03
Designations
Other Names
  • Kathline Lerebours
  • Kathline Joseph

View on SEC IAPD

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