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One Technology Drive Suite 100, Westborough, MA 01581 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-25 |
Branch Locations
One Technology Drive Suite 100, Westborough, MA 01581 • United States
Whitewright, TX • United States
531 Silicon Drive Suite 101, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Fort Worth | TX | 02/2015 | 11/2017 |
| Jp Morgan Securities Llc | Flower Mound | TX | 12/2017 | 06/2018 |
| Td Ameritrade Investment Management, Llc | Fort Worth | TX | 04/2015 | 11/2017 |
| Grimes & Company, Inc. | Westborough | MA | 06/2018 | Present |
Oak Stone Christian Church; not investment-related; PO Box 831933, Richardson, TX 75083; President/Pastor; started 12/2018; approximately 20 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-09 |
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