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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of South Carolina | Columbia | SC | 08/2012 | 12/2016 |
| University Of South Carolina | Columbia | SC | 06/2016 | 12/2016 |
| Wolf Trap National Park For The Performing Arts | Vienna | VA | 02/2017 | 04/2017 |
| Busch Gardens | Williamsburg | VA | 08/2017 | 02/2018 |
| Elite Audio + Visual Elements | Virginia Beach | VA | 06/2018 | 08/2018 |
| Sandler Center | Virginia Beach | VA | 08/2018 | 08/2018 |
| James Madison University | Harrisonburg | VA | 08/2018 | 07/2019 |
| Aes Consulting Engineers (Formerly Blackwell Engineering) | Harrisonburg | VA | 06/2019 | 06/2025 |
| Stern And Heatwole Financial Group P.C. | Harrisonburg | VA | 06/2025 | Present |
| Unemployed | Spartanburg | SC | 04/2017 | 08/2017 |
| Unemployed | Spartanburg | SC | 02/2018 | 06/2018 |
| Grace Covenant Church | Harrisonburg | VA | 03/2021 | Present |
| Southard Audio | Harrisonburg | VA | 08/2018 | 07/2019 |
| Unemployed | Spartanburg | SC | 12/2016 | 02/2017 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | Present |
Fixed insurance sales; Located at 305 Lucy Drive, Harrisonburg, VA 22801, as of 08/07/2026; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-29 |
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