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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-05-18 |
Branch Locations
7710 N Fm 620 Rd Bldg 13C Unit 210, Austin, TX 78726 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial | Austin | TX | 06/2014 | Present |
| Allfluent Wealth Management | Austin | TX | 06/2014 | Present |
1. Fixed insurance sales; as of 01/27/2020; 10% time spent during business hours; Conducted at branch location; Investment related. 2. Social Event Coordinator/Sole Proprietor; As of 03/01/2019; Various locations; Approximately 0% time spent during securities trading hours per month; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-19 |
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