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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | The Woodlands | TX | 10/2011 | 11/2017 |
| Bank Of America, N.A. | Houston | TX | 10/2011 | 11/2017 |
| Lpl Financial Llc | Kingwood | TX | 11/2017 | 08/2019 |
| Bank Of America, N.A. | The Woodlands | TX | 12/2021 | 10/2022 |
| Gaskamp Wealth Solutions, Llc | Spring | TX | 01/2019 | 08/2019 |
| Fidelity Investments | Houston | TX | 09/2024 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | The Woodlands | TX | 12/2021 | 10/2022 |
| Jp Morgan Chase Bank N.A. | The Woodlands | TX | 09/2019 | 05/2020 |
| Jp Morgan Securities, Llc | The Woodlands | TX | 09/2019 | 05/2020 |
| Symphony Financial, Ltd. Co. | Kingwood | TX | 11/2017 | 08/2019 |
| Unemployed | Spring | TX | 05/2020 | 12/2021 |
| Unemployed | Spring | TX | 10/2022 | 09/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-16 |
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