John Barton Edmunds

Current Employers

Employment History

• 04/1999 → 03/2017
  Metlife Securities Inc.
  Roanoke, VA
• 07/2016 → 07/2018
  Mass Mutual
  Roanoke, VA
• 03/2017 → 07/2018
  Mml Investors Services, Llc
  Roanoke, VA
• 07/2018 → 12/2021
  Commonwealth Financial Network
  Waltham, MA
• 07/2018 → Present
  Sage Creek Planning And Investments
  Roanoke, VA
• 01/2022 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2017-03-25 → 2018-08-02
  Mml Investors Services, Llc
  Roanoke, VA
  Roanoke, VA
• 2000-06-19 → 2017-03-25
  Msi Financial Services, Inc.
  Roanoke, VA
  Roanoke, VA

Other Businesses

1. Fixed insurance sales, as an Agent, under the name Sage Creek Planning and Investments; As of 01/01/2018; Approximately 10% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Co-Owner, SageCreek Properties, LLC, a private entity created for the purpose of owning and managing a commercial office property located at 4233 Colonial Avenue Roanoke, VA 24018; As of 01/01/2018; Approximately 1% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. Partner and Co-Owner, Valley Tax Solutions, LLC, a private entity established to offer tax preparation services; As of 01/01/2018; Approximately 1% time spent during securities trading hours per month; Conducted at branch location; Not investment related. 4. Owner, Sage Creek Planning & Investments, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 02/16/2021; 100% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-05-16
• S63 Uniform Securities Agent State Law Examination
  1999-05-07

Designations

Other Names

• Bart Edmunds