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Advisor at COMMONWEALTH FINANCIAL NETWORK
Williamsburg, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Sep 4, 2026 | n/a | yes | Williamsburg, VA | Current employment |
| SUMMIT FINANCIAL PARTNERS, INC. | Former SEC adviser | Aug 19, 2019 | Sep 2, 2025 | no | GLEN ALLEN, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUMMIT FINANCIAL PARTNERS, INC. | COMMONWEALTH FINANCIAL NETWORK | Sep 2, 2025 | Sep 4, 2026 | 367 | Firm change | RIA to ibd |