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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-26 |
| NC | RA | APPROVED | 2021-10-04 |
Branch Locations
4018 Oleander Drive Suite 103, Wilmington, NC 28403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Wilmington | NC | 05/2009 | 09/2021 |
| V & V Financial | Wilmington | NC | 09/2021 | 07/2026 |
| Commonwealth Financial Network | Waltham | MA | 09/2021 | 12/2023 |
| Commonwealth Financial Network | Waltham | MA | 01/2024 | Present |
| Pathfinder Wealth Consulting | Wilmington | NC | 07/2026 | Present |
1. Fixed insurance sales; as of 9/17/2021; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, V & V Financial, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 09/17/2021; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1990-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-22 |
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