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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-07-07
  • VA RA
    APPROVED
    Since 2025-07-07

Branch Locations

3748 Winterfield Road, Richmond, VA 23113 • 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
Davenport & Company Llc. Richmond VA 11/2017 04/2023
Unemployed Richmond VA 05/2017 11/2017
Hampden -Sydney College Hampden Sydney VA 08/2012 05/2017
Fidelity Investments Richmond VA 04/2023 06/2025
Fidelity Investments Boston MA 03/2025 06/2025
Commonwealth Financial Network Waltham MA 07/2025 Present
Invirtus Wealth Partners Midlothian VA 07/2025 Present
  • 11/2017 → 04/2023
    Richmond, VA
  • 05/2017 → 11/2017
    Unemployed
    Richmond, VA
  • 08/2012 → 05/2017
    Hampden -Sydney College
    Hampden Sydney, VA
  • 04/2023 → 06/2025
    Fidelity Investments
    Richmond, VA
  • 03/2025 → 06/2025
    Fidelity Investments
    Boston, MA
  • 07/2025 → Present
    Waltham, MA
  • 07/2025 → Present
    Invirtus Wealth Partners
    Midlothian, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2022-10-03
Other Names
  • Walker Whalen Smithson

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