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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
| DC | RA | APPROVED | 2023-07-20 |
| VA | RA | APPROVED | 2021-07-09 |
Branch Locations
11130 Sunrise Valley Drive Suite 130, Reston, VA 20191 • United States
Washington, DC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patomac Financial Preivate Client Group, Llc | Mclean | VA | 09/2016 | Present |
| Commonwealth Financial Network | Waltham | MA | 09/2016 | 07/2021 |
| Commonwealth Financial Network | Waltham | MA | 07/2021 | 08/2021 |
| Commonwealth Financial Network | Waltham | MA | 08/2021 | Present |
Fixed insurance sales; as of 7/1/2021; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-08-23 |
| S66 | Uniform Combined State Law Examination | 2019-03-25 |
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