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211 West Edgewood Suite 300, Friendswood, TX 77546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-10-24 |
Branch Locations
211 West Edgewood Suite 300, Friendswood, TX 77546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifestyle Financial Advisors, Inc. | Friendswood | TX | 07/2002 | Present |
| First Allied Securities, Inc. | Friendswood | TX | 05/2008 | 09/2022 |
| First Allied Advisory Services, Inc | Friendswood | TX | 05/2008 | 11/2020 |
| Lifestyle Asset Management, Inc. | Friendswood | TX | 10/2017 | Present |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2020 |
| Cetera Advisors Llc | Friendswood | TX | 09/2022 | Present |
1.) FOUGEROUSSE FAMILY TRUST; TRUSTEE OR OTHER FIDUCIARY POSITION; START DATE:2/6/2008. 2.) LIFESTYLE FINANCIAL ADVISORS INC; DBA; START DATE:5/30/2008. 3.) INSURANCE; AGENT; INSURANCE; START DATE 11/6/2013; 24 HOURS PER MONTH 4.) CHARLES EMIL FOUGEROUSSE RESIDUARY TRUST; TRUSTEE; FIDUCIARY POSITION; START DATE 10/07/2014; 4 HOURS PER MONTH. 5.) CHARLES LOUIS FOUGEROUSSE FAMILY TRUST; TRUSTEE; FIDUCIARY POSITION; START DATE 10/07/2014; 4 HOURS PER MONTH. 6.) CETERA ADVISORS LLC AND LIFESTYLE FINANCIAL ADVISERS; INVESTMENT RELATED; PERFORM ADVISORY FUNCTIONS AND SPEND 95% OF BUSINESS TIME WITH THESE ENTITIES. 7.) LIFESTYLE ASSET MANAGEMENT INC.; IAR; REGISTERED INVESTMENT ADVISOR; START DATE: 07/30/2018; 80 HOURS PER MONTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-01-05 |
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