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215 Rock Prairie Rd., College Station, TX 77845 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-19 |
Branch Locations
215 Rock Prairie Rd., College Station, TX 77845 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2014 | 12/2024 |
| Northwestern Mutual Investment Services Llc | College Station | TX | 10/2014 | 12/2024 |
| Paragon Financial Advisors | College Station | TX | 08/2025 | Present |
| Paragon Financial Advisors | College Station | TX | 12/2024 | 08/2025 |
1- PARTNER; RISING TIDE PODCAST; NON-BUSINESS RELATED; COLLEGE STATION, TX; START DATE: 03/13/2020; HOURS PER MONTH: 8; HOURS DURING SECURITIES TRADING HOURS: 2; CO-CONTENT CREATION/BOOK ANALYSIS/DISCUSSION CREATION. 2- SECRETARY (BOARD MEMBER SINCE 2021); HARVEY LITTLE LEAGUE BASEBALL; NON-BUSINESS RELATED; BRYAN, TEXAS; LITTLE LEAGUE BASEBALL NON-PROFIT; START DATE: 09/04/2024; HOURS PER MONTH: 6-8; HOURS DURING SECURITIES TRADING HOURS: 0; DOCUMENT MINUTES, FACILITY MAINTENANCE, COACHING, FUNDING FOR FACILITIES/JERSEYS/EQUIPMENT/PARK UPGRADES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-09 |
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