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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
18333 Egret Bay Boulevard Suite 600, Houston, TX 77058 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corp. | Houston | TX | 11/2010 | 11/2023 |
| Texas Wealth Management, Llc | Houston | TX | 01/2017 | Present |
| Osaic Wealth, Inc. | Houston | TX | 11/2023 | Present |
1) TEXAS WEALTH MANAGEMENT, LLC POSITION: Client Account Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 173 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2017 ADDRESS: 18333 Egret Bay Blvd, Suite 600, Houston TX 77058, United States; DESCRIPTION: Provide administrative support to advisors and clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-20 |
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