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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 | 2024-05-16 |
| GA | RA | APPROVED | 2024-05-15 |
Branch Locations
1775 Tysons Blvd Fifth Floor, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-09-03 |
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