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9821 Katy Freeway, Suite 110, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-10 |
Branch Locations
9821 Katy Freeway, Suite 110, Houston, TX 77024 • United States
6770 Interstate 2, Harlingen, TX 78552 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loan Star National Bank | Mcallen | TX | 02/2013 | 10/2025 |
| Trb Wealth Management, Llc | Harlingen | TX | 10/2025 | Present |
Name of business: Costa MEDC Ventures LLC, not investment related, located at 1000 Villa Dr, Rancho Viejo, TX 78575, nature of business is vending machine operator, position is equity owner- passive in business, started 12/4/2024, approximately 2 hours per month devoted to the business with no hours being devoted to it during securities trading hours, duties related to the business are bookkeeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-03 |
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