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2911 Toccoa Street Suite B, Beaumont, TX 77703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-02-13 |
| TX | RA | APPROVED | 2025-01-02 |
Branch Locations
2911 Toccoa Street Suite B, Beaumont, TX 77703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marco Javier Rimassa | Katy | TX | 07/1999 | 12/2023 |
| Service Corporation International | Houston | TX | 10/2010 | 11/2019 |
| The Paw Group | Katy | TX | 05/2015 | 12/2023 |
| Investors Trust, Inc | Houston | TX | 05/2017 | 11/2019 |
| Cfe Financial Llc | Katy | TX | 01/2024 | 01/2025 |
| Beaumont Asset Management, Llc | Beaumont | TX | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-04 |
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