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9821 Katy Freeway, Suite 110, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-12-06 |
Branch Locations
9821 Katy Freeway, Suite 110, Houston, TX 77024 • 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 |
|---|---|---|---|---|
| Lone Star National Bank | Brownsville | TX | 12/2011 | 05/2018 |
| Lpl Financial | Charlotte | NC | 12/2011 | 05/2018 |
| Texas Regional Bank | Harlingen | TX | 05/2018 | Present |
| Arkadios Capital | Atlanta | GA | 05/2018 | 12/2019 |
| Arkadios Wealth Advisors | Atlanta | GA | 05/2018 | 12/2019 |
| Trb Wealth Management, Llc | Harlingen | TX | 11/2021 | Present |
TEXAS REGIONAL BANK; INVESTMENT RELATED; 6770 W. EXPRESSWAY 83/INTERSTATE 2, HARLINGEN, TEXAS 78552; BANKING SERVICES; SR. VP - INTERNATIONAL BANKING OFFICER; 05/14/2018; 160 HOURS ALL DURING TRADING HOURS; HEAD OF INTERNATIONAL PRIVATE BANKING GROUP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-26 |
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