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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-18 |
Branch Locations
1020 Ne Loop 410 Suite 340, San Antonio, TX 78209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Dallas | TX | 01/2020 | 01/2021 |
| Texas A&M University | College Station | TX | 01/2018 | 12/2019 |
| Douglass Nissan | College Station | TX | 01/2017 | 05/2019 |
| Douglass Household | College Station | TX | 01/2017 | 12/2019 |
| Parkway Wealth Management Group | Plano | TX | 05/2019 | 08/2019 |
| Binn University | Bryan | TX | 08/2016 | 12/2017 |
| Goldman Sachs & Co Llc | New York | NY | 01/2021 | 07/2021 |
| Frost Brokerage Services | San Antonio | TX | 08/2021 | 01/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2023 | 01/2025 |
| Cetera Investment Advisers Llc | New Braunfels | TX | 09/2023 | 01/2025 |
| Lpl Financial Llc | New Braunfels | TX | 01/2025 | 03/2025 |
| Commonwealth Financial Network | San Diego | CA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-23 |
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