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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Midlothian High School | Midlothian | VA | 05/2015 | 08/2020 |
| Virginia Tech | Blacksburg | VA | 08/2020 | 05/2024 |
| Invirtus Wealth Partners | Midlothian | VA | 05/2024 | 05/2025 |
| Invirtus Wealth Partners | Midlothian | VA | 05/2025 | 02/2026 |
| Commonwealth Financial Network | Waltham | MA | 05/2025 | 02/2026 |
| Commonwealth Financial Network | Waltham | MA | 02/2026 | Present |
| Invirtus Wealth Partners | Midlothian | VA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-14 |
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