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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2017 | 04/2022 |
| X Ray Visions, Inc. | Springfield | VA | 08/2016 | 10/2017 |
| Freedom Imaging Inc | Anaheim | CA | 10/2008 | 01/2017 |
| Commonwealth Financial Network | Waltham | MA | 04/2022 | Present |
| Invirtus Wealth Partners | Midlothian | VA | 04/2022 | Present |
1. Fixed insurance sales; Located at 2800 Patterson Avenue Suite 100 Richmond, VA 23221 of 05/01/2022; 10% time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Wilson Wealth Management, LLC a private entity established to facilitate securities, advisory, and insurance business; Located in Richmond, VA as of 06/01/2022, 90% of time time spent during business hours; Conducted at branch; Investment related. 3. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-12 |
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