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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-04-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focusone Integrated Financial Planning | Roanoke | VA | 11/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 11/2023 | Present |
| Capital One Financial | Mclean | VA | 01/2012 | 05/2023 |
| Unemployed | Falls Church | VA | 05/2023 | 11/2023 |
Co-owner & Vice President, Olde Salem Brewing Co; brewery; Located at 21 E. Main St., Salem VA 24153, as of 3/23/2017; `1% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-19 |
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