Robert Martin Wagner

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-01-19

TX RA
APPROVED

Since 2024-01-19

Branch Locations

Houston, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Houston	TX	08/2011	01/2022
Woodbury Financial Services Inc	Houston	TX	01/2022	01/2024
Osaic Wealth, Inc.	Houston	TX	01/2024	Present

08/2011 → 01/2022

Ameriprise Financial Services, Inc.

Houston, TX
01/2022 → 01/2024

Woodbury Financial Services Inc

Houston, TX
01/2024 → Present

Osaic Wealth, Inc.

Houston, TX

Previous Registrations

2022-01-05 → 2024-01-19

Woodbury Financial Services, Inc.

Mckinney, TX

Houston, TX

Houston, TX
2011-08-12 → 2022-01-10

Ameriprise Financial Services, Llc

Houston, TX

Sugar Land, TX

Sugar Land, TX
2009-06-01 → 2011-08-17

Morgan Stanley

Sugar Land, TX
2007-04-02 → 2009-06-01

Morgan Stanley & Co. Llc

Sugarland, TX

The Woodlands, TX
2005-07-01 → 2007-04-02

Morgan Stanley Dw Inc.

The Woodlands, TX

Lewisville, TX

Lewisville, TX
2002-10-07 → 2005-07-06

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Dallas, TX

Other Businesses

1. RMW INTERESTS POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/05/2023 ADDRESS: 9710 Walford Mill Ln, Houston TX 77095, United States DESCRIPTION: President and sole officer. Bookkeeping responsibilities solely for tax purposes.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-10-04

S66 Uniform Combined State Law Examination

2002-10-04

Other Names

Bob Martin Wagner

View on SEC IAPD