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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2024 | 06/2024 |
| Deloitte & Touche Llp | Charlotte | NC | 08/2022 | 12/2023 |
| Part- Time: Tax Strategies | Roanoke | VA | 01/2022 | 05/2022 |
| Extended Travel | Roanoke | VA | 06/2022 | 07/2022 |
| James Madison University | Harrisonburg | VA | 08/2017 | 12/2021 |
| High School | Salem | VA | 01/2014 | 07/2017 |
| Commonwealth Financial Network | Waltham | MA | 06/2024 | Present |
| Focusone Integrated Financial Planning | Roanoke | VA | 06/2024 | Present |
1. Tax Preparation, Tax Strategies, Inc., as of 2/15/2024; 12% time spent during business hours; Conducted at branch; Not investment related. Co-owner, HC Financial Services, LLC; Personal pass-through entity; Located at 2630 Electric Road, Roanoke, VA 24018; as of 01/06/2025; 90% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-13 |
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