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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodlands Securities Corporation | The Woodlands | TX | 02/2018 | 02/2020 |
| The Advanced Financial Group | Lufkin | TX | 08/2017 | 02/2018 |
| Alexander Lankford & Hiers Cpa | Lufkin | TX | 08/2016 | 05/2017 |
| Market To Market | Lufkin | TX | 05/2015 | 10/2017 |
| City Of Lufkin | Lufkin | TX | 05/2014 | 01/2018 |
| Crown Colony Country Club | Lufkin | TX | 05/2013 | 01/2018 |
| Student | Huntington | TX | 08/2007 | 12/2017 |
| Raymond James & Assciates, Inc | The Woodlands | TX | 02/2020 | 01/2023 |
| Commonwealth Financial | Waltham | MA | 01/2023 | 06/2023 |
| Commonwealth Financial Network | San Diego | CA | 06/2023 | Present |
| The Advanced Financial Group | Lufkin | TX | 06/2023 | Present |
Fixed insurance sales; Located at 1101 S Chestnut Street Lufkin, TX 75901, as of 02/01/2023; 20% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-28 |
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