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Current Employers
Commonwealth Financial Network

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-05-04
  • VA RA
    APPROVED
    Since 2023-05-04

Branch Locations

1775 Wiehle Ave Suite 250, Reston, VA 20190 • 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
OrganizationCityStateFromTo
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
  • 07/2021 → 07/2024
    Potomac Financial Private Client Group
    Reston, VA
  • 08/2017 → 06/2021
    Virginia Tech
    Blacksburg, VA
  • 06/2014 → 07/2017
    Hollywood Golf Course
    Deal, NJ
  • 07/2021 → Present
    Waltham, MA
  • 07/2024 → Present
    Forge Financial Group
    Reston, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-03
  • S66 Uniform Combined State Law Examination
    2023-05-03

View on SEC IAPD

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