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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-14 |
Branch Locations
262 West Colorado Street, La Grange, TX 78945 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Bank | La Grange | TX | 12/2000 | 04/2025 |
| Lpl Financial Llc | La Grange | TX | 07/2011 | 04/2025 |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | Present |
| Meservey Financial Group | La Grange | TX | 04/2025 | Present |
1. Owner, Meservey Financial Group, LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in La Grange, TX 78945, as of 02/2014; 10% of time spent during business hours; Conducted at branch; Investment related. 2. Owner, Meservey Financial Group, LLC; an entity created for the purpose of buying and managing commercial real estate in La Grange, TX 78945, as of 02/2014; 10% of time spent during business hours; Conducted at branch; Investment related. 3. Fixed insurance sales; as of 1/01/2025; 3% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-14 |
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