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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-30 |
Branch Locations
3040 Post Oak Blvd Suite 1150, Houston, TX 77056 • 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 |
|---|---|---|---|---|
| Franklin Templeton Distributors Inc | Rancho Cordova | CA | 04/2010 | 07/2021 |
| Franklin Templeton Financial Services Corp. | Rancho Cordova | CA | 07/2019 | 07/2021 |
| Franklin Distributors, Llc | Missouri City | TX | 07/2021 | 09/2022 |
| Fidelity Investments | Sugar Land | TX | 09/2022 | 07/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 07/2026 |
| Park Avenue Securities | Houston | TX | 07/2026 | Present |
| Guardian Life Insurance Company Of America | Houston | TX | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-27 |
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