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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
15770 N Dallas Parkway Suite 650, Dallas, TX 75248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Dallas | TX | 02/2008 | 06/2024 |
| Securities America Advisors, Inc. | Dallas | TX | 07/2008 | 06/2024 |
| Navigation Financial Group | Dallas | TX | 02/2008 | Present |
| Osaic Wealth, Inc. | Dallas | TX | 06/2024 | Present |
1. NAVIGATION FINANCIAL POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 110 START DATE: 02/01/2008 ADDRESS: 15770 N. Dallas Pkwy, Suite 650, Dallas TX 75248, United States DESCRIPTION: Financial Advisor to existing and potential client base.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-11 |
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