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Kristopher David Montgomery

Kommon Wealth, LLC

Roanoke, VA

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Current Employers
Kommon Wealth, Llc

3952 Meadowlark Rd., Roanoke, VA 24018 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-11-19
  • VA RA
    APPROVED
    Since 2025-11-19

Branch Locations

3952 Meadowlark Rd., Roanoke, VA 24018 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Contractor - Insurance Sales & Service Roanoke VA 08/2012 Present
Kommon Wealth, Llc Roanoke VA 10/2025 Present
Independent Contractor - Commerical Vehicle Transport Roanoke VA 04/2024 Present
  • 08/2012 → Present
    Independent Contractor - Insurance Sales & Service
    Roanoke, VA
  • 10/2025 → Present
    Roanoke, VA
  • 04/2024 → Present
    Independent Contractor - Commerical Vehicle Transport
    Roanoke, VA
Other Businesses

Name: Independent Contractor - Licensed Insurance Agent (Life Insurance, Long Term Care (LTC), Medical Supplement, and Disability Insurance as well as Fixed Annuities). Not investment-related. Same Address. Nature & Duties: insurance sales and services. Position & Title: Independent contractor / Agent. Start Date: 08/2012. Approximate Hours: 10% of time during market hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-09
S63 Uniform Securities Agent State Law Examination 2012-05-04
  • S65 Uniform Investment Adviser Law Examination
    2025-05-09
  • S63 Uniform Securities Agent State Law Examination
    2012-05-04

View on SEC IAPD

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