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340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-29 |
Branch Locations
1800 West Loop S Suite 1980, Houston, TX 77027 • United States
340 Palladio Pkwy. Suite 501, Folsom, CA 95630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Stamford | CT | 11/2017 | 03/2018 |
| Mccarthy Fingar Llp | White Plains | NY | 03/2015 | 11/2017 |
| New York Life Insurance Co. | White Plains | NY | 03/2018 | 10/2018 |
| Nylife Securities Llc | White Plains | NY | 07/2018 | 10/2018 |
| Mml Investors Services | Stamford | CT | 10/2018 | 01/2020 |
| Mass Mutual Life Insurance Company | Stamford | CT | 10/2018 | 01/2020 |
| Fidelity Brokerage Services Llc | Fairfield | CT | 01/2020 | 04/2023 |
| Allworth Financial | Houston | TX | 01/2026 | Present |
| Aw Securities | Houston | TX | 01/2026 | Present |
| Avidian Wealth Solutions | Houston | TX | 04/2023 | 01/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-16 |
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