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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-02 |
Branch Locations
3 Lakeway Centre Ct Ste 230, Austin, TX 78734 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2019 | 12/2022 |
| The Church At Lake Travis | Austin | TX | 12/2007 | 08/2019 |
| Cedarwood Financial Partners | Austin | TX | 12/2022 | Present |
| Commonwealth Financial Network | San Diego | CA | 12/2022 | Present |
1. Fixed insurance sales; as of 05/19/2022; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Cedarwood Financial Partners, LLC, a private entity established to facilitate advisory business; as of 12/02/2022; 100% of time spent during business hours; Conducted at branch; Investment related. 3. Owner, Kingdom Equity Group LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 6/27/2025; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-12 |
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