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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Temple | TX | 03/2018 | 09/2018 |
| Raymond James Financial Services, Inc. | Temple | TX | 09/2018 | 10/2019 |
| Extraco Banks | Temple | TX | 03/2016 | 03/2018 |
| Raymond James Financial Services Advisors Inc. | Temple | TX | 11/2018 | 10/2019 |
| Extraco Wealth And Trust | Temple | TX | 03/2016 | 10/2019 |
| 4Life Research | Temple | TX | 04/2004 | Present |
| Edward Jones | Temple | TX | 10/2019 | 11/2022 |
| Commonwealth Financial Network | San Diego | CA | 11/2022 | 05/2023 |
| Commonwealth Financial Network | San Diego | CA | 05/2023 | Present |
1. Fixed insurance sales; as of 11/30/2022, 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, Cedarwood Financial Partners, LLC, a private entity established to facilitate advisory business; as of 12/02/2022; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-15 |
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