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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
25420 Kuykendahl Road Unit #C300, Tomball, TX 77375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Tomball | TX | 08/2002 | 01/2025 |
| Osaic Wealth, Inc. | Tomball | TX | 01/2025 | Present |
1) QUEST FINANCIAL AND INSURANCE SERVICES 25420 KUYKENDAHL ROAD, UNIT #C300 TOMBALL, TX 77375 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT/OWNER DUTIES: OFFERING ACCIDENT AND HEALTH, DISABILITY, TRADITIONAL LIFE, PROPETRY AND CASUALTY INSURANCE, AND HEALTH SAVINGS ACCOUNTS START DATE: 07/01/05 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 2) SUNBELT FINANCIAL, LLC 25420 KUYKENDAHL ROAD, UNIT #C300 TOMBALL, TX 77375 CATEGORY: LEGAL ENTITY INVESTMENT-RELATED: NO TITLE: MANAGER DUTIES: ENTITY USED TO PROVIDE PAYROLL TO STAFF START DATE: 8/2014 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3) QUEST AGENCY 25420 KUYKENDAHL ROAD, UNIT C300 TOMBALL, TX 77375 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SERVICE/SELL ACCIDENT INSURANCE, HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, PROPERTY & CASUALTY INSURANCE AND TRADITIONAL LIFE INSURANCE START DATE: 2/14/18 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 5 WEBSITE ADDRESS: WWW.QUESTAGENCY.COM
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-27 |
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