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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-09-22 |
Branch Locations
5400 Discovery Park Boulevard Suite 101, Williamsburg, VA 23188 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Newport News | VA | 01/2008 | 02/2018 |
| Td Ameritrade, Inc. | Newport News | VA | 02/2018 | 06/2018 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 06/2018 |
| Lpl Financial Llc | Newport News | VA | 07/2018 | 01/2020 |
| Huntington Ingalls Industries | Newport News | VA | 01/2020 | 09/2021 |
| Commonwealth Financial Network | Waltham | MA | 09/2021 | Present |
| Cornerstone Wealth | Williamsburg | VA | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-15 |
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