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211 West Edgewood Suite 300, Friendswood, TX 77546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-24 |
Branch Locations
1201 N. Logan St., Suite 100, Texas City, TX 77590 • United States
211 West Edgewood Suite 300, Friendswood, TX 77546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifestyle Financial Advisors, Inc. | Friendswood | TX | 09/2001 | Present |
| First Allied Securities, Inc. | Friendswood | TX | 05/2008 | 09/2022 |
| First Allied Advisory Services, Inc. | Friendswood | TX | 05/2008 | 11/2020 |
| Lifestyle Asset Management, Inc. | Friendswood | TX | 06/2018 | Present |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2020 |
| Cetera Advisors Llc | Texas City | TX | 09/2022 | Present |
1.)KYLE JOHNSTON; INSURANCE; START DATE:2/25/2008. 2.)LIFESTYLE FINANCIAL ADVISORS INC.; DBA; START DATE:5/30/2008. 3.) THE JOHNSTON COMPANY; EMPLOYEE; START DATE: 10/1/2010 4.) LIFESTYLE ASSET MANAGEMENT INC.; IAR; REGISTERED INVESTMENT ADVISORY REPRESENTATIVE; START DATE; 07/30/2018; 80 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-16 |
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