Best Investors
Account
Sign in
Best Investors
Account
Sign in
Hrc Financial CRD 327285
$5.89M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Houston, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centric Advisors, Llc (Formerly Majors & Mondragon, Llc) | Houston | TX | 03/2020 | 07/2021 |
| Bayou Street | Houston | TX | 09/2019 | 03/2020 |
| Allegiance Bank | Houston | TX | 10/2017 | 04/2019 |
| Jp Morgan Chase & Co. | Houston | TX | 06/2010 | 10/2017 |
| Unemployed | Houston | TX | 05/2019 | 08/2019 |
| Signature Financial Advisors | Houston | TX | 07/2021 | 06/2023 |
| Hrc Financial, Llc | Houston | TX | 06/2020 | Present |
1) HECTOR CASTELLANOS; INVESTMENT RELATED; 2022 MILLWOOD DRIVE, HOUSTON, TX 77008; INSURANCE PRODUCTION ACTIVITIES; INDEPENDENT INSURANCE PRODUCER; 10/2019; APPROX. 10 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; INDEPENDENT INSURANCE PRODUCTION ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-01 |
Reach out to this advisor