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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
24 Greenway Plaza Ste 1725, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 05/2021 |
| Morgan Stanley | Tyler | TX | 04/2015 | 05/2021 |
| Lpl Financial Llc | Tyler | TX | 05/2021 | 03/2022 |
| Guardian Life Insurance Company | Addison | TX | 03/2022 | 03/2022 |
| Park Avenue Securities | Addison | TX | 03/2022 | 03/2022 |
| Guardian Life Insurance | Tyler | TX | 03/2022 | 03/2023 |
| Park Avenue Securities | Tyler | TX | 03/2022 | 03/2023 |
| Allstate Insurance Co | Tyler | TX | 03/2023 | 03/2024 |
| Caprock Wealth Advisors | Tyler | TX | 05/2021 | 01/2022 |
| Cetera Advisors Llc | St. Cloud | MN | 03/2024 | 10/2024 |
| Burrows Capital Advisors | Heath | TX | 03/2024 | 09/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2024 | 10/2024 |
| Lpl Financial, Llc | Tyler | TX | 11/2024 | 07/2026 |
| Austin Bank | Tyler | TX | 11/2024 | 07/2026 |
| Voya Financial Advisors | Tyler | TX | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-09 |
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