Jeffrey M Minucci

Current Employers

Employment History

• 08/2016 → 06/2024
  Securities America, Inc.
  Dallas, TX
• 08/2016 → 06/2024
  Securities America Advisors
  Dallas, TX
• 06/2024 → 09/2024
  Osaic Wealth, Inc.
  Dallas, TX
• 06/2024 → 09/2024
  Osaic Wealth, Inc.
  Dallas, TX
• 09/2024 → Present
  Lpl Financial Llc
  Mckinney, TX

Previous Registrations

• 2024-06-14 → 2024-09-17
  Osaic Wealth, Inc.
  Dallas, TX
  Mckinney, TX
• 2016-08-31 → 2024-06-14
  Securities America Advisors, Inc.
  Dallas, TX
  Mckinney, TX
  Mckinney, TX
• 2004-08-20 → 2016-09-07
  Strategic Advisers Llc
  Denver, CO
  Dallas, TX
  Westlake, TX

Other Businesses

1 - 08/30/2024 - Green Point Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2 - 08/19/2024 - SMDMM HOLDINGS INC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 20 Hours/Month - 1 Hour During Trading - TX 75070 - OBA Start Date: 01/31/2024. 3 - 08/19/2024 - SJGM HOLDINGS LLC - Business Entity For Tax/Investment Purposes Only - Not Inv Related - TX 75070 - OBA Start Date: 05/01/2020. 4 - 08/19/2024 - Non-Variable Insurance Trails Only - Inv Related - 1 Hour/Month - TX 75070 - OBA Start Date: 08/01/2018. 5 - 08/19/2024 - Pet Evolution - Business Owner - Not Inv Related - 20 Hours/Month - 1 Hour During Trading - TX 75035 - OBA Start Date: 01/01/2024. 6 - 08/19/2024 - Non-Variable Insurance - Inv Related - 1 Hour/Month - TX 75070 - OBA Start Date: 08/01/2018.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-04
• S63 Uniform Securities Agent State Law Examination
  2000-10-27

Designations

Other Names

• Jeff Minucci
• Jeffrey Michael Minucci
• Jeff M Minucci