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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-05-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Potomac Financial Private Client Group | Reston | VA | 07/2021 | 07/2024 |
| Virginia Tech | Blacksburg | VA | 08/2017 | 06/2021 |
| Hollywood Golf Course | Deal | NJ | 06/2014 | 07/2017 |
| Commonwealth Financial Network | Waltham | MA | 07/2021 | Present |
| Forge Financial Group | Reston | VA | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-03 |
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