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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-04 |
Branch Locations
24 Greenway Plaza Suite 1868, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 08/2016 | 09/2018 |
| Hornor Townsend & Kent Inc | Horsham | PA | 10/2016 | 09/2018 |
| The Prudential Insurance Company Of America | Houston | TX | 09/2018 | 12/2021 |
| Pruco Securities Llc | Houston | TX | 09/2018 | 12/2021 |
| Wealth Development Strategies Investment Advisory, Inc. | Houston | TX | 08/2016 | 09/2018 |
| Equitable Advisors Llc | New York | NY | 12/2021 | 10/2025 |
| Mml Investors Services, Llc | Houston | TX | 11/2025 | Present |
| Massmutual Life Insurance Company | Houston | TX | 10/2025 | Present |
(1) NAME: NORMAL TO BE FIT CHARITABLE FOUNDATION INV REL: N ADD: P.O. BOX 242, NEEDVILLE, TX 77461 NATURE: NONPROFIT POSITION: BOARD MEMBER START DATE: 01/02/2020 No. HR/MO: 0.5 No. HR/MO DURING SEC TRADING: 0.5 DESCRIBE DUTIES: ATTEND THE BOARD MEETINGS AND PLANNED EVENTS, ALSO VOTE WITH OTHER BOARD MEMBERS TO DECIDE THE OPERATION DIRECTION OF THE FOUNDATION SUCH AS EDUCATIONAL ACTIVITIES TO BENEFIT PEOPLE WITH DISABILITIES. (2) NAME: HOUSTON TAIWAN INSTITUTE FOR SENIOR CITIZENS INV REL: N ADD: 5855 SOVEREIGN DR, SUITE G, HOUSTON TX 77036 NATURE: NONPROFIT POSITION: BOARD MEMBER START DATE: 02/02/2019 No. HR/MO: 1. No. HR/MO DURING SEC TRADING: 0.5 DESCRIBE DUTIES: ATTEND THE BOARD MEETING AND MAKE DECISION WITH OTHER BOARD MEMBERS ABOUT THE OPERATION OF THE ORGANIZATION. (3) NAME: OLMSTEAD FINANCIAL, LLC INV REL: Y ADD: RESIDENTIAL NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 10/29/2025 No. HR/MO: 1. No. HR/MO DURING SEC TRADING: 1. DESCRIBE DUTIES: PROPERTY AND CASUALTY, HEALTH, VARIOUS COMMERCIAL INSURANCE PRODUCTS. (4) NAME: PREPARED PATHWAYS INSTITUTE INV REL: Y ADD: RESIDENTIAL NATURE: FINANCIAL AND BUSINESS EDUCATION, WORKSHOP, COACHING POSITION: FOUNDER/INSTUCTOR START DATE: 06/01/2026 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0 DUTIES: PREPARE AND PROVIDE GENERAL FINANCIAL LITERACY EDUCATION, EDUCATIONAL COACHING, WORKSHOPS, WEBINARS, AND NON-PRODUCT-SPECIFIC EDUCATIONAL MATERIALS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-01 |
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