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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-03 |
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
2435 North Central Expressway Suite 1020, Richardson, TX 75080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporatipn | Richardson | TX | 01/2005 | 11/2023 |
| Osaic Wealth, Inc. | Richardson | TX | 11/2023 | Present |
1) GARLAND ISD EDUCATION FOUNDATION POSITION: Board Member NATURE: This is a non-profit education foundation for which I sit on as a board member. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 08/01/2015 ADDRESS: 501 South Jupiter Road, Garland TX 75042, United States DESCRIPTION: I work with the foundation to approve the business of the foundation. Additionally we approve grants to the teachers and educators in the district. 2) SCOTT MCMURDIE-INSURANCE POSITION: owner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2000 ADDRESS: 2435 North Central Expressway, Suite 1020, Richardson TX 75080, United States DESCRIPTION: When needed I assist clients with procurement of life, disability, and long term care insurance. This involves determining the right coverage and company and type of insurance for the client. 3) SACHSE EDC POSITION: Board Member NATURE: I have been appointed to serve on the board of the City of Sachse Economic Development Corporation (Sachse EDC) It is a non-profit organization supporting the city of Sachse, TX where I live. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/24/2022 ADDRESS: 3815 Sachse Rd., Building B, Sachse TX 75048, United States DESCRIPTION: Consult with the economic development corporation and the Sachse City council regarding the development within the city. Vote and approve projects or funding related to business coming to the city. 4)THE MCMURDIE GROUP, INC. POSITION: Corporate Secretary/Treasurer NATURE: I am an employee of the McMurdie Group Inc. A Sub-S corporation that pays my salary. All of my commissions and fees are assigned to the corporation and then I am paid. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2007 ADDRESS: 2435 North Central Expressway, Suite 1020, Richardson TX 75080, United States DESCRIPTION: As a corporate officer, i am responsible for decisions made in our corporation as they relate to hiring, firing and corporate policy. 5) SCOTT MCMURDIE-NOTARY PUBLIC POSITION: Owner NATURE: sole proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/20/2011 ADDRESS: 2435 North Central Expressway, Suite 1020, Richardson TX 75080, United States DESCRIPTION: I provide notary services for clients as needed. I do not charge a fee for these services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-30 |
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