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211 West Edgewood Suite 300, Friendswood, TX 77546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
211 West Edgewood Suite 300, Friendswood, TX 77546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifestyle Financial Advisors | Friendswood | TX | 05/2019 | 07/2021 |
| Full-Time Education | College Station | TX | 08/2016 | 12/2016 |
| Ahi Supply | Alvin | TX | 12/2016 | 01/2017 |
| Full-Time Education | College Station | TX | 01/2017 | 05/2017 |
| Ahi Supply | Alvin | TX | 05/2017 | 08/2017 |
| Full-Time Education | College Station | TX | 08/2017 | 12/2017 |
| Ahi Supply | Alvin | TX | 12/2017 | 01/2018 |
| Full-Time Education | College Station | TX | 01/2018 | 05/2019 |
| First Allied Securities, Inc | San Diego | CA | 07/2021 | 09/2022 |
| Lifestyle Financial Advisor | Friendswood | TX | 05/2018 | 08/2018 |
| Ahi Supply | Alvin | TX | 12/2018 | 01/2019 |
| Lifestyle Asset Management | Friendswood | TX | 07/2021 | Present |
| Cetera Advisors Llc | Friendswood | TX | 09/2022 | Present |
1) NAME OF OTHER BUSINESS: LIFESTYLE ASSET MANAGEMENT, INC.- CRD# 157450 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT START DATE: 07/2021, APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING; 2) CETERA ADVISORS, LLC ; INVESTMENT RELATED: YES; LOCATION OF THE BUSINESS: 211 WEST EDGEWOOD DRIVE FRIENDSWOOD TEXAS 77546 UNITED STATES; POSITION TITLE: REGISTERED REPRESENTATIVE ; START DATE: 2022-09-08; HOURS PER MONTH DURING TRADING HOURS: 30; HOURS PER MONTH OUTSIDE TRADING HOURS: 10 3) INDEPENDENT INSURANCE AGENT ; INVESTMENT RELATED: YES; LOCATION OF THE BUSINESS: 211 WEST EDGEWOOD DRIVE FRIENDSWOOD TEXAS 77546 UNITED STATES; POSITION TITLE: INSURANCE AGENT ; START DATE: 2021-09-16; HOURS PER MONTH DURING TRADING HOURS: 8; HOURS PER MONTH OUTSIDE TRADING HOURS: 2;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-07 |
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