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211 West Edgewood Suite 300, Friendswood, TX 77546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-28 |
Branch Locations
211 West Edgewood Suite 300, Suite 300, TX 77546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2026 | Present |
| Flipco Financial | Houston | TX | 12/2021 | 12/2023 |
| Lifestyle Financial Advisors Inc. | Friendswood | TX | 01/2024 | Present |
| Texas A&M University | College Station | TX | 08/2017 | 12/2021 |
| Friendswood High School | Friendswood | TX | 08/2014 | 08/2017 |
| Cetera Advisors Llc | St Cloud | MN | 01/2024 | 11/2025 |
| Cetera Advisors Llc | St Cloud | MN | 12/2025 | Present |
1. NAME OF OTHER BUSINESS: LIFESTYLE FINANCIAL ADVISORS INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 12/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: ASSIST WITH CLIENT PAPERWORK, MEETING SCHEDULING AND OTHER BACK OFFICE OPERATIONS TASKS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-27 |
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