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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-09 |
Branch Locations
One Sugar Creek Center Boulevard Suite 150, Sugar Land, TX 77478 • United States
1550 West Bay Area Boulevard Suite 101, Friendswood, TX 77546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American General Life Insurance | Houston | TX | 05/2015 | 05/2023 |
| Aig Capital Services, Inc. | Houston | TX | 08/2018 | 12/2023 |
| Valic Financial Advisors, Inc. | Houston | TX | 05/2023 | 05/2025 |
| Selah Financial Services | Friendswood | TX | 08/2025 | 03/2026 |
| Commonwealth Financial Network | Waltham | MA | 08/2025 | 03/2026 |
| Commonwealth Financial Network | Waltham | MA | 03/2026 | Present |
| Selah Financial Services | Friendswood | TX | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-04 |
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