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394 Lowell Street, Suite 8, Lexington, MA 02420 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
| NY | RA | APPROVED | 2026-08-21 |
| MA | RA | APPROVED | 2023-05-10 |
| TX | RA | APPROVED | 2021-03-10 |
Branch Locations
394 Lowell Street, Suite 8, Lexington, MA 02420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mary Kay Cosmetics | Lubbock | TX | 02/2002 | Present |
| Guardian Life Insurance | Lubbock | TX | 01/2016 | 11/2016 |
| Park Avenue Securities | Lubbock | TX | 01/2016 | 11/2016 |
| Amicus Financial Advisors, Llc | Lubbock | TX | 01/2017 | 03/2021 |
| Innovative Advisory Group, Llc | Lubbock | TX | 03/2021 | Present |
Independent Insurance Producer in the State of Texas (Insurance License #: 1052889)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-26 |
| S66 | Uniform Combined State Law Examination | 2010-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-26 |
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