Joseph Alfred Lamoglia

Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-03-24
NC	RA	APPROVED	2025-04-23
VA	RA	APPROVED	2012-04-23

TX RA
APPROVED_RES

Since 2026-03-24
NC RA
APPROVED

Since 2025-04-23
VA RA
APPROVED

Since 2012-04-23

Branch Locations

South Nags Head, NC • United States

11130 Sunrise Valley Drive Suite 130, Reston, VA 20191 • United States

Reston, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Commonwealth Financial Network	Waltham	MA	04/2012	Present
Potomac Financial Private Client Group, Llc	Mclean	VA	04/2012	Present

04/2012 → Present

Commonwealth Financial Network

Waltham, MA
04/2012 → Present

Potomac Financial Private Client Group, Llc

Mclean, VA

Previous Registrations

2005-06-20 → 2012-04-27

Equitable Advisors, Llc

Falls Church, VA

Falls Church, VA

Other Businesses

1. POTOMAC FINANCIAL PRIVATE CLIENT GROUP, LLC; FIXED INSURANCE SALES; AT BRANCH LOCATION, INVESTMENT RELATED 2. CO-OWNER, POTOMAC FINANCIAL PRIVATE CLIENT GROUP, LLC; A PRIVATE ENTITY ESTABLISHED TO FACILITATE SECURITIES, ADVISORY, AND INSURANCE BUSINESS; AS OF 11/01/2020; 100% OF TIME SPENT DURING BUSINESS HOURS; CONDUCTED AT BRANCH; INVESTMENT RELATED.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-06-15

S66 Uniform Combined State Law Examination

2005-06-15

Other Names

Joseph Lamoglia

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