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Current Employers
Lifestyle Asset Management, Inc.

211 West Edgewood Suite 300, Friendswood, TX 77546 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-07-21
  • TX RA
    APPROVED
    Since 2021-07-21

Branch Locations

211 West Edgewood Suite 300, Friendswood, TX 77546 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2019 → 07/2021
    Lifestyle Financial Advisors
    Friendswood, TX
  • 08/2016 → 12/2016
    Full-Time Education
    College Station, TX
  • 12/2016 → 01/2017
    Ahi Supply
    Alvin, TX
  • 01/2017 → 05/2017
    Full-Time Education
    College Station, TX
  • 05/2017 → 08/2017
    Ahi Supply
    Alvin, TX
  • 08/2017 → 12/2017
    Full-Time Education
    College Station, TX
  • 12/2017 → 01/2018
    Ahi Supply
    Alvin, TX
  • 01/2018 → 05/2019
    Full-Time Education
    College Station, TX
  • 07/2021 → 09/2022
    First Allied Securities, Inc
    San Diego, CA
  • 05/2018 → 08/2018
    Lifestyle Financial Advisor
    Friendswood, TX
  • 12/2018 → 01/2019
    Ahi Supply
    Alvin, TX
  • 07/2021 → Present
    Lifestyle Asset Management
    Friendswood, TX
  • 09/2022 → Present
    Cetera Advisors Llc
    Friendswood, TX
Previous Registrations
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-07
  • S66 Uniform Combined State Law Examination
    2021-06-07
Designations
Other Names
  • Jamie Staggs

View on SEC IAPD

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