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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-11-03 |
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
10415 Morado Circle The Avallon-Building I, Suite 150, Austin, TX 78759 • United States
10415 Morado Circle Bldg 1, Suite #150, Austin, TX 78759 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1989-12-11 |
Branch Locations
10415 Morado Circle Bldg 1, Suite #150, Austin, TX 78759 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Austin | TX | 08/1989 | 11/2023 |
| Resource Consulting Group | Austin | TX | 08/1989 | Present |
| Osaic Wealth, Inc. | Austin | TX | 11/2023 | Present |
1) DAVID P ROBINSON POSITION: Insurance Agent NATURE: Insurance agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1994 ADDRESS: 10415 Morado Circle, Bldg I, Ste 150, Austin TX 78759, United States DESCRIPTION: Review applications submitted by staff & collect renewals on existing insurance business. 2) RCG FINISH WELL, LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 45 SECURITIES TRADING HOURS: 35 START DATE: 12/31/2007 ADDRESS: 10415 Morado Circle, Bldg I, Ste 150, Austin TX 78759, United States DESCRIPTION: This is my wealth management firm. I serve as President/CEO and my duties include vision casting, team leadership, business management, securities compliance supervision, new business development & acquisitions. 3) RESOURCE CONSULTING GROUP, INC. POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 140 START DATE: 01/01/1990 ADDRESS: 10415 Morado Circle, Bldg I, Ste 150, Austin, TX 78759, Austin TX 78759, United States DESCRIPTION: bus. management, compliance supervision, business development, client meetings, hourly financial consultations, staff meetings, economic & market research, etc
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-20 |
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