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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-07-15 |
Branch Locations
5400 Discovery Park Boulevard Suite 101, Williamsburg, VA 23188 • United States
7130 Glen Forest Drive Suite 125, Richmond, VA 23226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| James River Wealth Advisors | Midlothian | VA | 01/2015 | 06/2019 |
| Valmark Securities, Inc. | Akron | OH | 02/2016 | 07/2019 |
| James River Asset Management, Llc | Midlothian | VA | 02/2016 | 06/2019 |
| Commonwealth Financial Network | Waltham | MA | 07/2019 | Present |
| Cornerstone Wealth | Williamsburg | VA | 07/2019 | Present |
1. Fixed insurance sales; as of 6/17/2019; 5% time spent during business hours per month; Conducted at branch ; Investment related. 2. Co-owner, Pine Ridge Retreat, LLC; an entity created for the purpose of buying and renting real estate in Macon, NC 27551, as of 11/14/2025; 0% of time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-05-31 |
| S65 | Uniform Investment Adviser Law Examination | 2016-01-22 |
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