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9821 Katy Freeway, Suite 110, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-17 |
Branch Locations
3450 Pablo Kisel Blvd, Brownsville, TX 78526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Port Isabel | TX | 03/2020 | 09/2020 |
| Ameristar Casino Resort Spa | Saint Charles | MO | 10/2018 | 02/2020 |
| Walmart Supercenter | Saint Charles | MO | 10/2017 | 03/2018 |
| World Famous Padreritagrill | South Padre Island | TX | 05/2017 | 09/2018 |
| United States Soccer Federation | Brownsville | TX | 01/2012 | 04/2017 |
| New York Life Insurance Company | Corpus Christi | TX | 09/2020 | 05/2022 |
| Nylife Securities Llc | Corpus Christi | TX | 10/2020 | 05/2022 |
| Pnc Investments Llc | Pittsburgh | PA | 04/2023 | 04/2026 |
| Pnc Bank | Harlingen | TX | 11/2022 | 04/2023 |
| Unemployed | Brownsville | TX | 05/2022 | 11/2022 |
| Trb Wealth Management, Llc | Brownsville | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-19 |
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