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151 National Drive, Glastonbury, CT 06033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-30 |
| TX | RA | APPROVED | 2026-07-30 |
Branch Locations
Pflugerville, TX • United States
151 National Drive, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 04/2011 | 06/2024 |
| Bank Of America, N.A. | Pennington | NJ | 09/2012 | 06/2024 |
| Symmetry Partners, Llc | Pflugerville | TX | 07/2026 | Present |
| Selo Ai | Austin | TX | 06/2024 | 06/2026 |
| Foreside Financial Services, Llc | Pflugerville | TX | 08/2026 | Present |
1) Symmetry Partners LLC; Investment Related; Pflugerville, TX; Marketing of investment products to financial advisors; External Wholesaler; Start: 7/2026; 160 Hrs per month; Marketing investment products and services. 2) The Cassidy Umbrella Holdings Company LLC; Not Investment Related; Houston,TX; Holding Company; General Partner, managing member; Start: 4/2023; 12 hrs per month; 0 Hrs per month during trading; A holding company LLC meant to hold other LLCs and/or investment properties. Duties include bill pay and administrative work.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-24 |
| S66 | Uniform Combined State Law Examination | 2011-09-29 |
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