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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 | 2026-03-27 |
| VA | RA | APPROVED | 2019-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2013 | 04/2019 |
| Henrico County Schools | Richmond | VA | 11/2012 | 12/2018 |
| Old Dominion Insurance Solutions | Richmond | VA | 03/2013 | 04/2019 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2014 | 04/2019 |
| Commonwealth Financial Network | Waltham | MA | 04/2019 | Present |
| Integris Wealth Partners | Richmond | VA | 04/2019 | Present |
| Old Dominion Investment Strategies, Llc | Richmond | VA | 04/2019 | Present |
| Atlee High School | Mechanicsville | MA | 03/2019 | Present |
1.Owner, Old Dominion Investment Strategies, LLC, a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 4/23/2019; Approximately 0% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed insurance sales; as of 4/23/2019; Approximately 20% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. Co-owner, IWP Office Partners II, LLC; a private entity for owning commercial real estate; Located in Midlothian, VA 23113, as of 06/18/2024; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-14 |
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