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11750 Katy Freeway, Ste 840, Houston, TX 77079 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-15 |
Branch Locations
11750 Katy Freeway, Ste 840, Houston, TX 77079 • United States
11750 Katy Freeway Suite 840, Houston, TX 77079 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-12-22 |
Branch Locations
11750 Katy Freeway Suite 840, Houston, TX 77079 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clarity Financial, Llc | Houston | TX | 12/2015 | Present |
| Ria Wealth Advisors, Llc | Houston | TX | 08/2021 | 12/2023 |
| Ria Advisors | Houston | TX | 12/2015 | Present |
| Ria Global Research, Llc | Houston | TX | 10/2024 | Present |
1. Lance Roberts is a financial Advisor with RIA Global Research LLC which is a Robo Advisor. His responsibilities include providing financial advice. 35 hours a month is spent on this activity during trading hours. 10 hours a month is spent on this activity outside of trading hours. Compensation based upon dividend distributions based on profitability.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-19 |
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