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211 West Edgewood Suite 300, Friendswood, TX 77546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-06-25 |
Branch Locations
1201 N. Logan St., Suite 100, Texas City, TX 77590 • United States
211 West Edgewood Suite 300, Friendswood, TX 77546 • 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 |
|---|---|---|---|---|
| D/B/A Lifestyle Financial Advisors, Inc. | Friendswood | TX | 04/2007 | Present |
| First Allied Securities, Inc. | Friendswood | TX | 05/2008 | 09/2022 |
| First Allied Advisory Services, Inc. | Friendswood | TX | 04/2009 | 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 |
| 42 Options Llc | Friendswood | TX | 10/2022 | 02/2026 |
1.) LIFESTYLE FINANCIAL ADVISORS, INC.; AGENT; "DOING BUSINESS AS" (DBA); START DATE: 4/16/2007. 2.) LIFESTYLE ASSET MANAGEMENT INC; IAR; REGISTERED INVESTMENT ADVISOR; START DATE: 08/01/2018. 3.) INSURANCE; AGENT; INSURANCE; START DATE 11/06/2013; 24 HOURS PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-21 |
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