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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-12 |
Branch Locations
5915 Silver Springs Bldg #4, El Paso, TX 79912 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | El Paso | TX | 07/2016 | 12/2018 |
| Wells Fargo Clearing Services Llc | El Paso | TX | 01/2019 | 04/2023 |
| Wells Fargo Advisors Financial Network, Llc | El Paso | TX | 04/2023 | 06/2024 |
| Commonwealth Financial Network | Waltham | MA | 06/2024 | Present |
| Dodds Wealth Management Group Llc | El Paso | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-09 |
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