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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-31 |
Branch Locations
540 Silicon Drive Suite 103, Southlake, TX 76092 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homans & Associates, Wealth Management, Llc | Southlake | TX | 02/2017 | Present |
| Nordstrom Department Store | Farmington | CT | 03/2016 | 02/2017 |
| Osaic | Southlake | TX | 01/2024 | Present |
1. HOMANS & ASSOCIATES, WEALTH MANAGEMENT LLC POSITION: Operations Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 02/27/2017 ADDRESS: 540 Silicon Drive, Suite 103, Southlake TX 76092, United States DESCRIPTION: Assist Advisor with clients Payroll Pay bills 2. HOMANS & ASSOCIATES, DBA POSITION: Assist with tax preparation NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/27/2017 ADDRESS: 540 Silicon Drive, Suite 103, Southlake TX 76092, United States DESCRIPTION: Help put together tax returns to go out to clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-24 |
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