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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 | 2026-03-23 |
| VA | RA | APPROVED | 2023-04-26 |
Branch Locations
5400 Discovery Park Boulevard Suite 101, Williamsburg, VA 23188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lions Bridge Financial Advisors | Williamsburg | VA | 03/2019 | 04/2019 |
| National Center For State Courts | Williamsburg | VA | 01/2016 | 02/2019 |
| Lpl Financial, Llc | Williamsburg | VA | 04/2019 | 04/2023 |
| Colonial River Wealth Management Llc | Williamsburg | VA | 06/2020 | 04/2023 |
| Commonwealth Financial Network | Waltham | MA | 04/2023 | Present |
| Points Wealth, Llc | Williamsburg | VA | 04/2023 | Present |
1. Owner, Points Wealth, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 11/12/2020; 0% of time spent during business hours; Conducted at branch; Investment related. 2. Fixed insurance sales; as of 04/26/2023; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-21 |
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