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Patricia Kelly Somoza

Callahan Advisors, LLC

Houston, TX

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Current Employers
Callahan Advisors, Llc

3555 Timmons Lane Suite 600, Houston, TX 77027 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-31
  • TX RA
    APPROVED
    Since 2025-01-31

Branch Locations

3555 Timmons Lane Suite 600, Houston, TX 77027 • 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
Mbg Retirement Inc. Houston TX 01/2001 07/2018
5151 Advisors, Llc Houston TX 10/2007 01/2025
Callahan Advisors, Llc Houston TX 01/2025 Present
  • 01/2001 → 07/2018
    Mbg Retirement Inc.
    Houston, TX
  • 10/2007 → 01/2025
    5151 Advisors, Llc
    Houston, TX
  • 01/2025 → Present
    Callahan Advisors, Llc
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-07-26
  • S63 Uniform Securities Agent State Law Examination
    2002-07-26
Other Names
  • Patricia Kelly Fawcett
  • Kelly Fawcett Somoza
  • Patricia Kelly Somoza

View on SEC IAPD

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