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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-03-05 |
Branch Locations
3748 Winterfield Road, Richmond, VA 23113 • United States
Long Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of North Carolina School Of The Arts | Winston-Salem | NC | 08/2014 | 05/2018 |
| Self-Employed | Los Angeles | CA | 09/2018 | Present |
| Garden Cafe | Los Angeles | CA | 06/2020 | 08/2020 |
| Invirtus Wealth Partners | Richmond | VA | 02/2021 | 01/2022 |
| Preferred Childcare | Winston-Salem | NC | 10/2016 | 12/2017 |
| Home | Midlothian | VA | 05/2018 | 09/2018 |
| Commonwealth Financial Network | Waltham | MA | 02/2021 | 01/2022 |
| Royal Alliance Associates, Inc. | Los Angeles | CA | 01/2022 | 07/2023 |
| Seia Llc | Los Angeles | CA | 01/2022 | 02/2024 |
| Ses Inc. | Los Angeles | CA | 07/2023 | 02/2024 |
| Commonwealth Financial Network | Waltham | MA | 03/2024 | Present |
| Invirtus Wealth Partners | Richmond | VA | 02/2024 | Present |
1.Freelance Dancer; Located in Long Beach, CA, as of 02/12/2024; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related. 2.Fixed insurance sales; as of 03/04/2024; 5% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-12 |
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