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9821 Katy Freeway, Suite 110, Houston, TX 77024 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-07-23 |
Branch Locations
9821 Katy Freeway, Suite 110, Houston, TX 77024 • United States
1801 S. Mccoll Road, Mcallen, TX 78503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Texas Regional Bank | Mcallen | TX | 02/2016 | Present |
| Trb Wealth Management, Llc | Mcallen | TX | 04/2020 | Present |
| Obs Financial | Harlingen | TX | 05/2018 | 03/2021 |
2018-Present : Texas Regional Bank / Investment Related / McAllen, TX / Regional Bank / Involves up to 160 or more hours each month, including during traditional business hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2009-12-18 |
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