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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-27 |
Branch Locations
11800 Sunrise Valley Dr Ste 1425, Reston, VA 20191 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Financial Advisors, Llc | Herndon | VA | 08/2015 | 07/2025 |
| Northwest Financial Group Llc | Herndon | VA | 08/2015 | 07/2025 |
| Lpl Financial Llc | Herndon | VA | 09/2015 | 07/2025 |
| Raymond James Financial Services, Inc. | Reston | VA | 07/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Reston | VA | 07/2026 | Present |
| Unemployed | Arlington | VA | 07/2025 | 07/2026 |
(1) Name of Business: CommonWealth Financial Planners Inc. Address: 1033 Canton St, Roswell, GA, 30075, United States Activity Type: Independent RIA Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/31/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: CCO, office management, financial planning & asset management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-08-20 |
| S65 | Uniform Investment Adviser Law Examination | 1998-08-20 |
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