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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-30 |
Branch Locations
907 S. Friendswood Drive Suite 213, Friendswood, TX 77546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Houston | TX | 02/2009 | 04/2021 |
| Bank Of America, N.A. | Houston | TX | 07/2011 | 04/2021 |
| Commonwealth Financial Network | San Diego | CA | 04/2021 | Present |
| Waypoint Financial | Friendswood | TX | 04/2021 | Present |
1. Fixed insurance sales; as of 4/30/2021; Less than 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner of rental property located in Pearland, TX; as of 4/30/2021; Less than 1% of time spent during business hours; Not conducted at branch location; Investment related. 3. Manager & Co-owner, Aimee Fuller Photography LLC; Located in Pearland, TX; as of 01/01/2016; 0% of time spent during business hours; Not conducted at branch location; Not investment related. 4. Co-owner, 2501 S. Grand, LLC; an entity created for the purpose of managing residential real estate in Pearland, TX , as of 8/15/2022; Less than 5% of time spent during business hours; Not conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-11 |
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