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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| VA | RA | APPROVED | 2018-06-18 |
Branch Locations
1775 Tysons Blvd Fifth Floor, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concentric Private Wealth | Mclean | VA | 04/2015 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2019 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2015 | 05/2019 |
NOTARY PUBLIC, LOCATED AT 1775 TYSONS BLVD FIFTH FLOOR, MCLEAN, VA 22102, AS OF 04/24/2017; APPROXIMATELY 0% TIME SPENT DURING SECURITIES TRADING HOURS PER MONTH; CONDUCTED AT BRANCH LOCATION; NOT INVESTMENT RELATED. Owner, Manifold Rentals LLC, a private entity created for owning vacation rental property located at 3680 Yorktown Village Pass, Annandale, VA 22003 as of 06/20/2024; 0% time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-04-28 |
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