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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
10260 Westheimer Rd Ste 300, Houston, TX 77042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Katy | TX | 02/2014 | 01/2024 |
| Osaic Wealth, Inc. | Houston | TX | 01/2024 | Present |
1. APPOINTED WITH NATIONWIDE INSURANCE COMPANIES, AFFILIATES OF NSLLC, TO SELL FIXED INSURANCE/ ANNUITY PRODUCTS AS WELL AS PROPERTY/CASUALTY INSURANCE DURING NORMAL MARKET HOURS AT THE BRANCH LOCATION. 2. SILVER OAK FINANCIAL POSITION: Financial Advisor NATURE: Securities/Insurance-DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 300 SECURITIES TRADING HOURS: 300 START DATE: 02/10/2014 ADDRESS: 10260 Westheimer, Suite 300, Houston TX 77042, United States DESCRIPTION: This is the name of our financial advisor firm of which I have been affiliated for 2 years...owned by Michael Griffin
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-01 |
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