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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-18 |
Branch Locations
1904 Longmire Rd Ste 701, Conroe, TX 77304 • United States
Conroe, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crowl & Associates, Pllc | Conroe | TX | 04/2016 | Present |
| 1St Global Capital Corp | Conroe | TX | 05/2017 | 10/2019 |
| 1St Global Advisors, Inc. | Conroe | TX | 05/2017 | 10/2019 |
| Avantax Advisory Services | Irving | TX | 10/2019 | 06/2020 |
| Avantax Investment Services, Inc. | Conroe | TX | 10/2019 | 06/2020 |
| Commonwealth Financial Network | San Diego | CA | 06/2020 | Present |
| Crowl Wealth Management, Llc, | Conroe | TX | 06/2020 | Present |
1. Owner, Crowl Wealth Management, LLC, private entity est. to facilitate securities, advisory, and insurance business; As of 01/02/19; 90% time spent during regular business hours; Conducted at branch; Investment related. 2.Fixed insurance sales, as an Agent, under the name 'Crowl Wealth Management'; As of 06/18/2020; 1% time spent during regular business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-24 |
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