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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focusone Integrated Financial Planning | Roanoke | VA | 11/2021 | 10/2024 |
| Commownwealth Financial Network | Waltham | MA | 11/2021 | 10/2024 |
| Bank Of America Merrill Lynch | Roanoke | VA | 01/1999 | 03/2021 |
| Unemployed | Roanoke | VA | 03/2021 | 11/2021 |
| Commonwealth Financial Network | Waltham | MA | 10/2024 | Present |
| Focusone Integrated Financial Planning | Roanoke | VA | 10/2024 | Present |
Assistant Volleyball Coach, Cave Spring High School; Located at 3712 Chaparral Drive Roanoke, VA 24018, as of 08/27/2024; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-30 |
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