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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2018-07-30 |
Branch Locations
904 Princess Anne Street Suite 101, Fredericksburg, VA 22401 • United States
4233 Colonial Avenue, Roanoke, VA 24018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Roanoke | VA | 04/2015 | 03/2017 |
| Mml Investors Services, Llc | Roanoke | VA | 03/2017 | 07/2018 |
| Massmutual Life Insurance Company | Roanoke | VA | 07/2016 | 07/2018 |
| Commonwealth Financial Network | Waltham | MA | 07/2018 | 12/2021 |
| Sage Creek Planning And Investments | Roanoke | VA | 07/2018 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2022 | Present |
Fixed insurance sales; as of 05/19/2021; 0% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-05 |
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