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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Addison | TX | 03/2011 | 05/2020 |
| Lindrew Holdings In | Austin | TX | 04/2024 | 05/2025 |
| Usaa Financial Advisors, Inc. | Addison | TX | 03/2011 | 05/2020 |
| Charles Schwab & Co., Inc. | Austin | TX | 05/2020 | 01/2024 |
| Usaa Investment Management Company | San Antonio | TX | 01/2018 | 05/2020 |
| Unemployed | Austin | TX | 01/2024 | 04/2024 |
| Fidelity Investments | Austin | TX | 06/2025 | Present |
OBA-120074|OrgNmn:Lindrew Holdings Inc.|Org Addr:Austin,Texas,US|OBA Nature:Quick Service Resturants (QSR)|Invst Rel:N|Title:Partner|Duties:Monthly meetings with CPA & Book keepers and business partners. |StrtDt:03-01-24|TotHrs/mon:5|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-03 |
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