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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-11-04 |
Branch Locations
121 Calle Del Norte Suite 103, Laredo, TX 78041 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Laredo | TX | 05/2009 | 11/2016 |
| Commonwealth Financial Network | San Diego | CA | 11/2016 | Present |
1.100% owner; Tejas Financial Advisor, LLC; entity created to facilitate securities, advisory, and insurance businesses; as of 11/07/2016; conducted at branch location; investment related. 2. Fixed insurance sales, as of 09/26/2016; less than 5% time spend during business hours; conducted at branch location; investment related. 3. Co-Owner of rental property for office location, as of 11/04/2016; 0% time spent during business hours; Not conducted at branch location; Investment related. 4. Co-Owner of rental property located in San Antonio, TX, as of 08/2020; 1% of time spent during business hours; Not conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-10-26 |
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