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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 | 2026-03-26 |
| MD | RA | APPROVED | 2016-11-10 |
Branch Locations
9881 Broken Land Parkway Suite 220, Columbia, MD 21046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services | Columbia | MD | 05/2012 | 10/2016 |
| Commonwealth Financial Network | Waltham | MA | 10/2016 | Present |
| Vision Wealth Partners, Llc | Columbia | MD | 10/2016 | Present |
1. Fixed insurance sales, as an Agent, conducted under the name 'Vision Wealth Partners, LLC'; Conducted at branch location; Investment related. 2. Part-Owner, VFG Consulting, LLC, a private entity created to facilitate insurance business, as well as for receiving referral fees and splitting commissions with co-owner on group benefits and commercial insurance; Conducted at branch location; Investment related. 3. Part-Owner, Vision Wealth Partners, LLC, entity created to operate securities, advisory, and insurance business, as well as receive rental payments from subleasing office space; Conducted at branch location; Investment related. 4. Co-Owner, 9881 Holdings, LLC, an entity established for the purpose of investing into private offerings; As of 06/01/2018; Approximately 0% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-06-25 |
| S65 | Uniform Investment Adviser Law Examination | 2016-11-09 |
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