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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 | 2026-03-24 |
| VA | RA | APPROVED | 2005-04-30 |
Branch Locations
6361 Walker Lane Suite 120, Alexandria, VA 22310 • 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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2005 | Present |
| Steve Harvey Llc | Alexandria | VA | 05/2005 | Present |
Steve Harvey, LLC, owner of private entity created as operating company for securities and investment advisory business, spends 100% of time during market hours, conducted at branch, investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-25 |
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