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Katy, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-14 |
| OH | RA | APPROVED | 2018-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 11/2004 | 12/2016 |
| Marin Financial Group | Katy | TX | 03/2018 | Present |
| Retired | Columbus | OH | 01/2017 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-09 |
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