Bruce Phillip Bessner

Current Employers

Employment History

• 02/2016 → 01/2025
  Lincoln Financial Securities Corporation
  Round Rock, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  Round Rock, TX

Previous Registrations

• 2016-02-06 → 2025-01-24
  Osaic Fs, Inc.
  Round Rock, TX
  Houston, TX
  Round Rock, TX
• 2015-01-02 → 2016-02-11
  Msi Financial Services, Inc.
  Round Rock, TX
  Austin, TX
• 2005-06-20 → 2015-01-02
  New England Securities
  Round Rock, TX
  Austin, TX
  Round Rock, TX
  Austin, TX
• 2001-04-25 → 2005-03-24
  Mony Securities Corporation
  Round Rock, TX
• 2002-09-19 → 2003-12-02
  Trusted Securities Advisors Corp.
  Austin, TX

Other Businesses

1. Bessner Financial Services LLC DBA Chisholm Trail Financial Group, 109, South Harris Street, Round Rock, TX Category: Insurance Investment-Related: Yes Title: Partner Duties: offers accident & health insurance, disability insurance, fixed/indexed annuities, heath saving accounts and traditional life insurance products Start Date: 1/2005 Hours per month: 10 Hours per month during trading hours: 0 2. BFS PROPERTY MANAGEMENT, LLC 109 SOUTH HARRIS STREET, SUITE 220 ROUND ROCK, TX CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OWN AND LEASE A BUSINESS CONDOMINIUM, 3401 ROYAL VISTA BLVD, UNIT 100, BLDG B, ROUND ROCK, TX START DATE: 9/2021 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3. HCDG, LLC 109 SOUTH HARRIS STREET, SUITE 220 ROUND ROCK, TX CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: COLLECTS RENT AND MAINTAINS PROPERTY START DATE: 6/2007 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 4. BRUCE BESSNER/BURGE CENTEX INC./WEBRE SHERRILL INSURANCE ADVISORS, 3401 ROYAL VISTA BLVD., B-100, ROUND ROCK, TX CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: OFFER GUIDANCE OF P&C INSURANCE COMPANY'S STRATEGIC VISION AND OVERSEE ADMINISTRATIVE OPERATIONS START DATE: 10/2021 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 4 5. ST JOHN VIANNEY CHURCH POSITION: Board Member NATURE: - Finance Council advisory board for church INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: 3201 Sunrise Rd, Round Rock TX 78665, United States DESCRIPTION: attend meeting and events - review Financial reports 6. CENTRAL TEXAS COMMUNITY FOUNDATION - BOARD MEMBER POSITION: Board Member, Treasurer NATURE: community board INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 302 N Lampasas St, Round Rock TX 78664, United States DESCRIPTION: attend meetings and events 7. BOARD OF ROCK POSITION: Board Member NATURE: Non Profit - Equine Assisted Therapy INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2020 ADDRESS: 2050 Rockride Lane, Georgetown TX 78626, United States DESCRIPTION: Community Awareness and leadership skills and guidance 8. BFS PROPERTY MANAGEMENT LLC POSITION: Owner NATURE: This LLC will own a Business Condominium INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2021 ADDRESS: 109 South Harris Street, Suite 220, Round Rock TX 78664-4418, United States DESCRIPTION: Own and Lease a Business Condominium 9. BESSNER FINANCIAL SERVICES, LLC DBA CHISHOLM TRAIL FINANCIAL GROUP POSITION: Owner NATURE: sell insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2005 ADDRESS: 109 South Harris Street, Suite 220, Round Rock TX 78664, United States DESCRIPTION: sell insurance and annuities 10. BURGE CENTEX INC. DBA WEBRE SHERRILL INSURANCE ADVISORS POSITION: Owner NATURE: This is a property and casualty agency that sells Auto and home insurance and commercial insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2021 ADDRESS: 109 South Harris Street, Suite 100, Round Rock TX 78664, United States DESCRIPTION: Guide the strategic vision of the company and oversee the administrative operations 11. HCDG, LLC POSITION: Owner NATURE: owenership of commerical office building INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/21/2007 ADDRESS: 109 South Harris Street, Suite 220, Round Rock TX 78664, United States DESCRIPTION: owner of building

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-21
• S63 Uniform Securities Agent State Law Examination
  1988-07-21

Designations