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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-10-18 |
Branch Locations
4551 Cox Road Suite 215, Glen Allen, VA 23060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services Llc | Glen Allen | VA | 08/2021 | 10/2024 |
| Massmutual Life Insurance Co | Glen Allen | VA | 08/2021 | 10/2024 |
| Cross Creek Nursery | Richmond | VA | 06/2017 | 01/2022 |
| Roanoke College | Salem | VA | 09/2013 | 06/2017 |
| Commonwealth Financial Netork | Waltham | MA | 10/2024 | Present |
| True North Advisors | Glen Allen | VA | 10/2024 | Present |
1.Owner, Cumbea Financials, LLC; a private entity established to facilitate securities, advisory business; as of 05/2024; 0% of time spent during business hours; Conducted at branch; Investment related. 2.Co-Owner, RC Financial LLC; a private entity established to facilitate securities, advisory business; as of 01/2023; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-02-18 |
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