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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| VA | RA | APPROVED | 2023-03-22 |
Branch Locations
1768 Business Center Drive Suite 240, Reston, VA 20190 • United States
Falls Church, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Reston | VA | 03/2015 | 03/2023 |
| Commonwealth Financial Network | Waltham | MA | 03/2023 | Present |
| Aegis Consulting | Reston | VA | 03/2023 | Present |
Fixed insurance sales; as of 3/22/2023; 2% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-12 |
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