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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2021-06-15 |
| TX | RA | APPROVED | 2021-06-14 |
Branch Locations
5915 Silver Springs Bldg #4, El Paso, TX 79912 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | El Paso | TX | 09/2015 | 10/2016 |
| Raymond James & Associates, Inc. | El Paso | TX | 10/2016 | 06/2021 |
| Commonwealth Financial Network | Waltham | MA | 06/2021 | Present |
| Dodds Wealth Management Group Llc | El Paso | TX | 06/2021 | Present |
Fixed insurance sales; as of 05/06/2021; 1% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-09 |
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