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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Austin | TX | 05/2016 | 11/2016 |
| Wells Fargo Bank, Na | Austin | TX | 04/2015 | 09/2021 |
| Wells Fargo Clearing Services, Llc | Austin | TX | 05/2016 | 09/2021 |
| J.P Morgan Securities Llc | Lakeway | TX | 09/2021 | 04/2022 |
| Jp Morgan Chase Bank, N.A. | Lakeway | TX | 09/2021 | 04/2022 |
| Mml Investors Services, Llc | Lubbock | TX | 12/2023 | Present |
| Massmutual Life Insurance Co | Lubbock | TX | 12/2023 | Present |
| Kwr Industries | Lubbock | TX | 04/2021 | 10/2023 |
| Vista Bank | Lubbock | TX | 10/2022 | 01/2024 |
NAME: MEGHAN LEE INV REL: Y ADD: AUSTIN TX 78749 NATURE: RENTAL PROPERTY POSITION: OWNER START DATE: 06/01/2022 No. HR/MO: 5. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: COLLECT RENT, MANAGE PROPERTY, MAINTENANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-16 |
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