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3773 Richmond Avenue Suite 700, Houston, TX 77046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-13 |
Branch Locations
3773 Richmond Avenue Suite 700, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Katy | TX | 05/2012 | 06/2023 |
| Mosaic Advisors | Houston | TX | 06/2023 | Present |
NAME OF BUSINESS: Freeman High School Athletic Booster Club INVESTMENT RELATED: No ADDRESS: 7800 Katy Hockley Rd, Katy, TX 77493 NATURE OF BUSINESS: 501(c)(3) Charity - High School Athletic Booster Club TITLE: Treasurer START DATE: 04/03/2024 APPROXIMATE HOURS/MONTH: <1% DURING TRADING HOURS: <1% DUTIES: Attend board meetings, review information/documentation, make/vote on motions, keep books/records, deposit funds,write checks/pay bills, invest excess funds"
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-27 |
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