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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-06-15 |
Branch Locations
306 East Market Street, Harrisonburg, VA 22801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pbmares Wealth Management Llc | Harrisonburg | VA | 06/2018 | 05/2022 |
| Fdm Group Inc. | Reston | VA | 06/2017 | 08/2017 |
| James Madison University | Harrisonburg | VA | 08/2014 | 05/2018 |
| Commonwealth Financial Network | Waltham | MA | 06/2022 | 09/2022 |
| Hess Financial | Harrisonburg | VA | 06/2022 | 09/2022 |
| Commonwealth Financial Network | Waltham | MA | 09/2022 | Present |
| Hess Financial | Harrisonburg | VA | 09/2022 | Present |
Fixed insurance sales; as of 06/01/2022; Less than 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-22 |
| S65 | Uniform Investment Adviser Law Examination | 2018-10-20 |
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