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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-08-19 |
| VA | RA | APPROVED | 2021-03-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | Virginia Beach | VA | 04/2016 | 03/2021 |
| Park Avenue Securities | Virginia Beach | VA | 04/2016 | 03/2021 |
| Commonwealth Financial Network | Waltham | MA | 03/2021 | Present |
| Williams Financial Group | Virginia Beach | VA | 03/2021 | Present |
1.Owner, Williams Financial Group, Operating company to facilitate securities, investment advisory, and insurance business; as of 03/15/2021; less than 5% time spent during business hours; Conducted at branch location: Investment related. 2. Fixed insurance sales; As of 03/15/2021; 5% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-14 |
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