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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aledo High School | Aledo | TX | 08/2013 | 06/2017 |
| Mclennan Community College | Waco | TX | 08/2017 | 05/2019 |
| University Of Oklahoma | Norman | OK | 08/2019 | 12/2021 |
| Raymond James Financial Services, Inc. | Weatherford | TX | 02/2022 | 02/2024 |
| Barron Wealth Strategies | Weatherford | TX | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Weatherford | TX | 06/2022 | 02/2024 |
| Texas Financial Divorce Solutions, Llc | Weatherford | TX | 08/2023 | Present |
| Commonwealth Financial Network | San Diego | CA | 02/2024 | Present |
1. Divorce Planning, Texas Financial Divorce Solutions; as of 08/13/2023; 5% of time spent during business hours; Conducted at branch; Not investment related. 2. Fixed insurance sales; as of 02/20/2024; 0% of time spent during business hours; Conducted at branch location; Investment related. 3. Trustee; family related trust; as of 01/09/2026; 10% of time spent during business hours; conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-19 |
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