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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-05-07 |
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 |
|---|---|---|---|---|
| Gardner Food Services | Weyers Cave | VA | 09/2019 | 12/2019 |
| Commonwealth One Federal Credit Union | Harrisonburg | VA | 05/2019 | 08/2019 |
| Spotless Cleaning And Restoration | Harrisonburg | VA | 06/2018 | 08/2018 |
| James Madison University | Harrisonburg | VA | 08/2017 | 06/2018 |
| Performance Food Groups | Richmond | VA | 05/2017 | 08/2017 |
| University Of South Carolina | Columbia | SC | 08/2016 | 05/2017 |
| James Madison University | Harrisonburg | VA | 08/2018 | 05/2019 |
| James Madison University | Harrisonburg | VA | 12/2019 | 05/2020 |
| Valic Financial Advisors | North Chesterfield | VA | 03/2020 | Present |
| Agia | Houston | TX | 12/2022 | 04/2025 |
| Commonwealth Financial Network | Waltham | MA | 05/2025 | Present |
AGIA POSITION: Agent NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 12/17/2022 ADDRESS: 2929 Allen Parkway, Houston TX 77019, United States DESCRIPTION: Non-Securities Insurance Products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-25 |
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