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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-06-01 |
Branch Locations
251 Najoles Road Suite G, Millersville, MD 21108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Starbucks Company | Rockville | MD | 09/2011 | 10/2022 |
| Virtual Physical Center | Rockville | MD | 07/2019 | 02/2021 |
| Voya Financial | Ellicott City | MD | 04/2018 | 06/2018 |
| Williams & Associates | Rockville | MD | 05/2015 | 09/2016 |
| 2250 Financial Services, Inc | Annapolis | MD | 06/2020 | 08/2020 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 02/2021 | 02/2022 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 02/2021 | 02/2022 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 02/2021 | 02/2022 |
| Commonwealth Financial Network | Waltham | MA | 04/2022 | 12/2023 |
| 2250 Financial Services Inc. | Millersville | MD | 04/2022 | 12/2023 |
| Commonwealth Financial Network | Waltham | MA | 01/2024 | Present |
| 2250 Financial Services Inc | Millersville | MD | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-15 |
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