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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-25 |
| VA | RA | APPROVED | 2017-08-21 |
Branch Locations
800 Newtown Road Suite 206, Virginia Beach, VA 23462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Milestone Financial, Llc | Norfolk | VA | 03/2014 | Present |
| Wfg Investments, Inc. | Dallas | TX | 03/2014 | 08/2017 |
| Commonwealth Financial Network | Waltham | MA | 08/2017 | Present |
1. Milestone Financial LLC; Owner; Securities, Advisory and Insurance Operating Company; 100-120 Hours Per Month; Conducted at Branch; Investment Related 2. Fixed Insurance Sales; Agent; dba Milestone Financial; 3-6 Hours Per Month; Conducted at Branch; Investment Related 3. Owner, SSMM, LLC, an entity created for the purpose of owning and renting his office property as of 02/20/2020; located at branch office; 5% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-17 |
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