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1090 Longfellow Dr., Beaumont, TX 77706 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Financial Group | Beaumont | TX | 10/2025 | Present |
| St. Elizabeth Hospital | Beaumont | TX | 07/2018 | 10/2025 |
| Lamar University | Beaumont | TX | 08/2014 | 05/2018 |
Properties by Bergeron, LLC; Non-investment related; 11-2-2022; 2315 Beverly, Bridge City, TX 77611; Real Estate; Owner; 1 hour a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-20 |
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