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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-10-18 |
Branch Locations
4551 Cox Road Suite 215, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Richmond | VA | 04/2012 | 01/2022 |
| Heritage Wealth Advisors | Richmond | VA | 01/2022 | 12/2023 |
| Mml Investors Services Llc | Glen Allen | VA | 01/2024 | 10/2024 |
| Massmutual Life Insurance Co | Glen Allen | VA | 01/2024 | 10/2024 |
| Commonwealth Financial Network | Waltham | MA | 10/2024 | Present |
| True North Advisors | Glen Allen | VA | 10/2024 | Present |
1. Fixed insurance sales; as of 7/26/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Sweetbriar Fox, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/30/2025; 100% time spent during business hours; Conducted at branch; Investment related. 3. Women in Finance Chair, Financial Planning Association; Located at 6200 W Club Ln, Richmond, VA 23226, as of 01/2022; 3% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-31 |
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