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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-24 |
| CA | RA | APPROVED | 2026-01-13 |
Branch Locations
5780 Fleet Street #170, Carlsbad, CA 92008 • United States
Roanoke, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Terramar Wealth | Carlsbad | CA | 05/2020 | 04/2026 |
| Southern New Hampshire University | Hooksett | NH | 05/2023 | Present |
| Virginia Western Community College | Roanoke | VA | 09/2018 | Present |
| Ferrum College | Ferrum | VA | 08/2016 | 05/2020 |
| Lynchburg University | Lynchburg | VA | 09/2017 | 05/2018 |
| Commonwealth Financial Network | Waltham | CA | 04/2026 | Present |
| Terramar Wealth | Carlsbad | CA | 04/2026 | Present |
Adjunct Professor at Virginia Western Community College, teaching English composition; Located at 3904 Colonial Ave, Roanoke, VA 24015; As of 09/2018; 30% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-09 |
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