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Carlos Alberto Betancourt

Mosaic Advisors

Houston, TX

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Current Employers
Mosaic Advisors

3773 Richmond Avenue Suite 700, Houston, TX 77046 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-04-10
  • TX RA
    APPROVED
    Since 2024-04-10

Branch Locations

3773 Richmond Avenue Suite 700, Houston, TX 77046 • 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
Alliance Credit Union Of Texas Lubbock TX 11/2019 03/2020
Mundy Companies Pasadena TX 06/2020 07/2020
Unemployed Pasadena TX 08/2020 11/2020
Heb Deer Park TX 11/2020 06/2022
Northwestern Mutual Houston TX 07/2022 01/2023
Rsf Wealth Management Houston TX 01/2023 05/2023
Mosaic Advisors Houston TX 06/2023 Present
Student Lubbock TX 08/2015 05/2020
  • 11/2019 → 03/2020
    Alliance Credit Union Of Texas
    Lubbock, TX
  • 06/2020 → 07/2020
    Mundy Companies
    Pasadena, TX
  • 08/2020 → 11/2020
    Unemployed
    Pasadena, TX
  • 11/2020 → 06/2022
    Heb
    Deer Park, TX
  • 07/2022 → 01/2023
    Northwestern Mutual
    Houston, TX
  • 01/2023 → 05/2023
    Rsf Wealth Management
    Houston, TX
  • 06/2023 → Present
    Mosaic Advisors
    Houston, TX
  • 08/2015 → 05/2020
    Student
    Lubbock, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-10
  • S65 Uniform Investment Adviser Law Examination
    2024-04-10

View on SEC IAPD

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GREGORY JAMES KALLUS
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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

More in Houston, TX

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