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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-19 |
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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 09/2023 | 11/2024 |
| Tejas Financial Advisors | Laredo | TX | 09/2023 | 11/2024 |
| Veristic Technologies | Houston | TX | 05/2017 | 09/2019 |
| Dbr Engineering Consultants | Houston | TX | 05/2020 | 08/2023 |
| Unemployed | Laredo | TX | 09/2019 | 04/2020 |
| Unemployed | Laredo | TX | 05/2016 | 10/2016 |
| Tejas Financial Advisors | Laredo | TX | 11/2016 | 04/2017 |
| Commonwealth Financial Network | Waltham | MA | 11/2024 | Present |
| Tejas Financial Advisors | Laredo | TX | 11/2024 | Present |
Fixed insurance sales; Located at 121 Calle del Norte, Suite 103, Laredo, TX 78041, as of 11/18/2024; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-16 |
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