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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 | 2026-03-25 |
| VA | RA | APPROVED | 2017-01-27 |
Branch Locations
5400 Discovery Park Boulevard Suite 101, Williamsburg, VA 23188 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Williamsburg | VA | 06/2009 | 01/2017 |
| Oikonomos, Llc | Williamsburg | VA | 07/2010 | 01/2017 |
| Raymond James Financial Services Advisors, Inc | Williamsburg | VA | 06/2009 | 01/2017 |
| Compass Wealth Strategies | Williamsburg | VA | 06/2009 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2017 | Present |
| Cornerstone Wealth | Williamsburg | VA | 01/2017 | Present |
1) Fixed insurance sales. As of 02/01/2017, 1% of time spent during business hours, Investment related and conducted from branch location. 2) Owner of Cornerstone Wealth, LLC, entity created to operate securities, advisory, and insurance businesses. As of 2016, 100% of time spent during business hours, Investment related. Conducted from branch location. 3) Owner, Redland Real Estate, LLC, an entity created for the purpose of managing commercial real estate at 4804 Courthouse St., Suite 4A & Suite 3B, Williamsburg, VA 23188, as of 1/13/2017; 0% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-07 |
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