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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 | 2020-04-22 |
Branch Locations
320 North Main Street, Madison, VA 22727 • United States
230 Court Square Ste. 201, Charlottesville, VA 22902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co/Lohr & Company, Llc | Charlottesville | VA | 01/2015 | 04/2020 |
| Mml Investors Services, Llc | Charlottesville | VA | 03/2015 | 04/2020 |
| Commonwealth Financial Network | Waltham | MA | 04/2020 | Present |
| Lohr & Company, Llc | Madison | VA | 04/2020 | Present |
1. Fixed insurance sales, as an Agent, under the name 'Lohr & Company, LLC'; As of 4/22/2020; 20% time spent during regular business hours; Conducted at branch; Investment related. 2. Co-owner, 4 Buckets Retirement, LLC; an entity involved in book sales, marketing and intellectual property ownership; as of 05/04/2023; Less than 1% of time spent during business hours; Conducted at branch location; Not Investment related. 3. Co-owner, Pleasant Places Realty, LLC, an entity created for the purpose of managing real estate at 51 Court Pl, Charlottesville, VA 22901, as of 1/01/2023; 0% time spent during business hours; Not conducted at branch; Investment related. 4. Author of book, "The Four Buckets" Located in Madison, VA, as of 5/07/2025; 10% of time spent during business hours; Not conducted at branch location; Investment related. 5. Co-owner, Lohr & Company, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2/15/2023; 80% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-01 |
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