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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-19 |
Branch Locations
7710 N Fm 620 Rd Bldg 13C Unit 210, Austin, TX 78726 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Chicago | IL | 11/2015 | 11/2016 |
| Jpmorgan Securities Llc | Chicago | IL | 11/2016 | 08/2018 |
| Jpmorgan Chase Bank Na | Chicago | IL | 08/2018 | 12/2018 |
| Jpmorgan Securities Llc | Chicago | IL | 08/2018 | 12/2018 |
| Synectics | Chicago | IL | 12/2018 | 03/2019 |
| Self-Employed | Chicago | IL | 03/2019 | 10/2019 |
| Northern Trust Securities, Inc. | Chicago | IL | 10/2019 | 05/2022 |
| Northern Trust Bank | Chicago | IL | 10/2019 | 05/2022 |
| Herbert J. Sims & Co. Inc. | Auatin | TX | 05/2022 | 09/2024 |
| Commonwealth Financial Network | San Diego | CA | 09/2024 | Present |
| Allfluent Wealth Management Llc | Austin | TX | 09/2024 | Present |
Creator, YouTube channel, providing product reviews and life hacks; Located in Austin, TX, as of 07/01/2024; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-06 |
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