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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-09 |
Branch Locations
500 Huber Park Ct, Ste 208, Weldon Spring, MO 63304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prospera Financial Services | Dallas | TX | 09/2003 | Present |
| Voya Financial Advisors | Dallas | TX | 09/2014 | 08/2020 |
| Securities America, Inc. | Dallas | TX | 08/2020 | 06/2024 |
| Securities America Advisors | Dallas | TX | 08/2020 | 06/2024 |
| Osaic Wealth, Inc. | Dallas | TX | 06/2024 | 07/2025 |
| Osaic Wealth, Inc. | Dallas | TX | 06/2024 | 07/2025 |
| Osaic Wealth, Inc. | Dallas | TX | 07/2025 | Present |
ADMINSTRTOR POSITION: Administrator NATURE: Paid Administrative Support For D.L.D. Partners LTD. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 179 PVT Road 8106, Canton TX 75103, United States DESCRIPTION: DLD Partners is in a Remote Location in Canton Texas. I am a Family Member Married to one of the Partners. I collect all Mail and Tax documentation as it relates to the Day to day running of the Partnership and deliver it to Accountants and an Attorney for Processing. I handle all the leg work in between Canton and Dallas, 150 miles round trip, to make sure all Tax filings are done on time and to reduce costs on any issue that needs to be reviewed legally. Example: Instead of the Attorney driving to Canton Texas to review a Bonafide offer to Purchase Real Estate I delivered the Documents to the Attorney. The Attorney Costs $400.00 per Hour. Drive time is three hours. I cost $1000.00 per month. no matter how many trips are necessary.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-11-09 |
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