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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 7 Grains Planning & Investments | Lynchburg | VA | 06/2021 | 06/2023 |
| Commonwealth Financial Network | Waltham | MA | 06/2021 | 06/2023 |
| Edward Jones Investments | Forest | VA | 09/2019 | 06/2021 |
| Ronald Blue Trust | Nashville | TN | 03/2020 | 05/2020 |
| Highland Financial Advisors | Wayne | NJ | 05/2019 | 08/2019 |
| Grasshopper Irish Pub & Grill | Newfoundland | NJ | 07/2015 | 08/2017 |
| Student | Newfoundland | NJ | 06/2013 | 05/2019 |
| 7 Grains Planning & Investments | Lynchburg | VA | 06/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 06/2023 | Present |
Video Operator, Liberty University, Located at 1971 University Blvd, Lynchburg, VA 24515, as of 09/2017; Less than 5% of time spent during business hours; Not Conducted at branch location; Not Investment related.
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