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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rozner Farms | Cameron | TX | 03/2019 | 09/2021 |
| Edward Jones Investments | Temple | TX | 05/2019 | 09/2019 |
| Lexington Livestock Auction | Lexington | TX | 09/2021 | 10/2021 |
| Cavendars Boot City | San Marcos | TX | 12/2021 | 03/2022 |
| Big League Car Wash | New Braunfles | TX | 03/2022 | 05/2023 |
| Rozner Farms | Cameron | TX | 05/2023 | 09/2023 |
| Texas Throne Llc | Ingelside | TX | 10/2023 | 07/2024 |
| Paramount Wastewater Solutions | Temple | TX | 07/2024 | 05/2025 |
| The Vincent Homestead | Gatesville | TX | 05/2025 | Present |
| Cedarwood Financial Partners | Temple | TX | 10/2025 | Present |
| Belton High School | Belton | TX | 09/2014 | 05/2019 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | Present |
Ranch Manager, The Vincent Homestead, Wedding and event venue; Located in Gatesville, TX, as of 05/2025; 10% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-09 |
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