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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-14 |
Branch Locations
262 West Colorado Street, La Grange, TX 78945 • United States
Houston, TX • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Houston | TX | 09/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Houston | TX | 11/2016 | 01/2019 |
| Lpl Financial Llc | La Grange | TX | 01/2019 | 04/2025 |
| Commonwealth Financial Network | San Diego | CA | 04/2025 | Present |
| Meservey Financial Group | La Grange | TX | 04/2025 | Present |
1. Fixed insurance sales; as of 3/31/2025; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, MFG Wealth, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/03/2025; 2% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-26 |
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