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24285 Katy Freeway Suite 300, Katy, TX 77494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-12-15 |
Branch Locations
24285 Katy Freeway Suite 300, Katy, TX 77494 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Odessa | TX | 08/2015 | 09/2019 |
| Summit Financial Group Inc | Odessa | TX | 08/2015 | 11/2020 |
| Cetera Advisor Networks Llc | Odessa | TX | 09/2019 | 11/2020 |
| Equilibria Wealth Management, Llc | Katy | TX | 05/2010 | Present |
| Equilibria Earth, Dba Fruit And Me | Katy | TX | 11/2016 | 03/2025 |
| Gabrianna Llc Dba Gabrianna Realty | Katy | TX | 07/2018 | Present |
(1) Gabrianna LLC dba Gabrianna Realty, Non-investment related, 2406 Great Prairie Ln, Katy TX77494. Start date 7/26/2018 Realtor/Owner (2 hours). (2) Moore Help, LLC; Non-Investment Related; 883 Luehlsing Dr., Canyon Lake, TX 78133; Private investment; Managing Member; 4/20/21; Number of hours devoted to other business: 0 hours; Number of hours devoted to other business during trading hours: 0 hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-03 |
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