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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2014-09-29 |
Branch Locations
7900 Westpark Drive Suite T260, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The George Washington University | Dc | DC | 01/2003 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2019 | 12/2024 |
| Commonwealth Financial Network | Waltham | MA | 01/2025 | Present |
1. Fixed insurance sales, as of 06/13/2014; less than 5% time spent during business hours; conducted at branch location; investment related. 2. Co-Owner of rental property located in v, as of 06/01/2020; 0% time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-12 |
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