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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-25 |
Branch Locations
1901 N.W. Military Suite 102, San Antonio, TX 78213 • United States
Bulverde, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Tech University | Lubbock | TX | 08/2017 | 05/2021 |
| Walmart | Spring Branch | TX | 08/2015 | 01/2020 |
| Plains Bearing | Lubbock | TX | 06/2017 | 05/2021 |
| I*Financial | San Antonio | TX | 06/2021 | Present |
| Smithson Valley Highschool | Spring Branch | TX | 08/2013 | 08/2017 |
| Commonwealth Financial Network | Waltham | MA | 06/2021 | Present |
Fixed insurance sales; Located at 1901 Northwest Military Highway, Suite 102, San Antonio, TX 78213, as of 07/02/2024; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-03 |
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