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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 | 2009-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 06/2009 | Present |
| Invirtus Wealth Partners, Llc | Richmond | VA | 08/2020 | Present |
1. Fixed Insurance Sales, as of 06/2009, 10% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, InVirtus Wealth Partners, LLC, a private entity established to facilitate securities, investment advisory, and insurance business; as of 03/01/2016, 10% of time spent during business hours, Conducted at branch location; Investment related. 3. Southern Health & Anthem Health, sale of health insurance plans and health savings accounts; as of 06/2009, 0% of time spent during business hours, Conducted at branch location; Not investment related. 4. Part Owner, IWP Office Partners LLC, a private entity established as a real estate holding company for an office building; as of 2018, 0% of time spent during business hours, Conducted at branch location; Investment related. 5. Part Owner, SCF Capital Management, LLC, a private entity established as a real estate holding company for an office building, as of 06/2009, 0% of time spent during business hours, Not conducted at branch location; Investment related. 6. Co-owner, IWP Office Partners II, LLC; a private entity for owning commercial real estate; Located in Midlothian, VA 23113, as of 06/18/2024; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-08-01 |
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