Best Investors Account Sign in
Current Employers
Commonwealth Retirement Investments Llc

9030 Stony Point Parkway Suite 470, Richmond, VA 23235 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2020-01-17
  • VA RA
    APPROVED
    Since 2020-01-17

Branch Locations

9030 Stony Point Parkway Suite 470, Richmond, VA 23235 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Richmond VA 01/2012 01/2017
Commonwealth Retirement Investments Llc Richmond VA 01/2017 Present
Previous Registrations
Other Businesses

1)DAVID MONDAY, 7100 FOREST AVENUE ? SUITE 304 RICHMOND, VA 23236 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERS TRADITIONAL LIFE INSURANCE PRODUCTS START DATE: 12/2012 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS:4 2)COMMONWEALTH RETIREMENT ADVISORS,LLC 7100 FOREST AVENUE SUITE 304, RICHMOND, VA 23226 CATEGORY: LEGAL ENTITY INVESTMENT-RELATED: NO TITLE: CHAIRMAN DUTIES: ADMINISTRATIVE DUTIES, ASSIST IN DEVELOPING AND SERVICING ACCOUNTS START DATE: 1/204 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-18
S63 Uniform Securities Agent State Law Examination 1981-01-24
  • S66 Uniform Combined State Law Examination
    2012-01-18
  • S63 Uniform Securities Agent State Law Examination
    1981-01-24

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Richmond, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor