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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodlands Securities Corporation | Lufkin | TX | 03/2011 | 09/2022 |
| The Advanced Financial Group | Lufkin | TX | 08/2010 | Present |
| Woodlands Asset Management, Inc. | Lufkin | TX | 06/2011 | 09/2022 |
| Commonwealth Financial Network | San Diego | CA | 09/2022 | Present |
Fixed insurance sales; as of 10/07/22; 50% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-owner, AWC Family Partnership, LLC, an entity created for the purpose of managing real estate at 210 N. John Redditt Dr., Lufkin, TX 75904; as of 1995; Less than 1% of time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-15 |
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