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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-25 |
| VA | RA | APPROVED | 2021-07-19 |
Branch Locations
6361 Walker Lane Suite 120, Alexandria, VA 22310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Harvey Group | Alexandria | VA | 03/2021 | 09/2021 |
| Teamworx Security | Columbia | MD | 11/2020 | 02/2021 |
| Unemployed | Springfield | VA | 08/2020 | 10/2020 |
| Orangetheory Fitness | Stafford | VA | 07/2019 | 07/2020 |
| Caddie Services, Llc | Kiawah Island | SC | 05/2019 | 07/2019 |
| Princeton Mortgage | Charleston | SC | 01/2019 | 05/2019 |
| Caddie Master | Potomac | MD | 07/2019 | 10/2019 |
| Orangetheory Fitness | Alexandria | VA | 11/2018 | 01/2019 |
| Unemployed | Springfield | VA | 07/2018 | 10/2018 |
| Cloudhound | Greenville | SC | 03/2018 | 06/2018 |
| Clemson University Athletic Department | Clemson | SC | 01/2017 | 05/2018 |
| Clemson University | Greenville | SC | 01/2017 | 05/2018 |
| American Junior Golf Association | Braselton | GA | 05/2015 | 12/2016 |
| Commonwealth Financial Network | San Diego | CA | 05/2021 | 09/2021 |
| The Harvey Group | Alexandria | VA | 09/2021 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2021 | Present |
Fixed insurance sales; as of 04/30/2024; 10% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-15 |
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