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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-07 |
Branch Locations
750 Town And Country Blvd Suite 325 & 175, Houston, TX 77024-4576 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Sugar Land | TX | 11/2015 | 05/2025 |
| Good Life Advisors, Llc | Sugar Land | TX | 11/2015 | 05/2025 |
| Rbc Capital Markets, Llc | Houston | TX | 05/2025 | Present |
(1) No Business Name - Investment Related - not applicable - Real Estate Rental - Start Date:08/01/2017 - 2 Hours Per Month/0 Hours During Trading. (2) NAME OF ENTITY: SJRE Holdings, LLC ADDRESS: 1222 Timber Brook Dr. Missouri City, TX 77459-5493 TX 77459 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: May 15, 2026 CAPACITY: Other DUTIES: Starting an LLC with a non client friend to purchase rental properties. HOURS DEVOTED PER MONTH: 8 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-23 |
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