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1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-04 |
Branch Locations
1360 Post Oak Blvd. Suite 2200, Houston, TX 77056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Boston | MA | 08/2018 | 09/2018 |
| Mml Investors Services | Boston | MA | 09/2018 | 09/2018 |
| Ideal Concrete Block Company | Westford | MA | 05/2016 | 09/2016 |
| Priority Funding Solutions | Woburn | MA | 05/2017 | 09/2017 |
| Lit Amherst | Amherst | MA | 09/2017 | 05/2018 |
| University Of Massachusetts Amherst | Amherst | MA | 09/2014 | 09/2018 |
| Unemployed | Lowell | MA | 05/2018 | 08/2018 |
| Nylife Securities Llc | Waltham | MA | 10/2018 | 07/2019 |
| New York Life Insurance Co | Waltham | MA | 10/2018 | 08/2019 |
| John Hancock Distributors Llc | Boston | MA | 09/2019 | 01/2020 |
| F. L. Putnam Investment Management Company | Lynnfield | MA | 01/2020 | 10/2025 |
| Caz Investments Lp | Houston | TX | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-08 |
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