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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-16 |
Branch Locations
807 Las Cimas Pkwy Bldg 2, Suite 275, Austin, TX 78746 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Georgetown | TX | 08/2022 | 09/2023 |
| Jpmorgan Chase Bank, N.A. | Georgetown | TX | 08/2022 | 09/2023 |
| Northwestern Mutual | Austin | TX | 01/2022 | 08/2022 |
| Unemployed | Austin | TX | 05/2015 | 12/2021 |
| Unemployed | Austin | TX | 09/2023 | 10/2023 |
| Kestra Investment Services, Llc | Austin | TX | 10/2023 | 11/2024 |
| Massmutual Life Insurance Co | Austin | TX | 06/2025 | Present |
| Mml Investors Services, Llc | Austin | TX | 06/2025 | Present |
| Unemployed | Austin | TX | 11/2024 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-11-10 |
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