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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 05/2010 | 10/2020 |
| Securities America, Inc. | El Paso | TX | 11/2020 | 06/2024 |
| Securities America Advisors | El Paso | TX | 11/2020 | 06/2024 |
| Osaic Wealth, Inc. | El Paso | TX | 06/2024 | Present |
| Osaic Wealth, Inc. | El Paso | TX | 06/2024 | Present |
1. GENERAL LINES AGENT POSITION: General Lines Agent NATURE: General Lines Agent for the state of TX INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 25 START DATE: 11/16/2020 ADDRESS: 6006 N Mesa St, Ste 901, EL PASO TX 79912, United States DESCRIPTION: Provide Insurance services through Securities America
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-19 |
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