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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 |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 08/2014 | 02/2017 |
| Amarillo Town Club | Amarillo | TX | 07/2012 | Present |
| Securities America, Inc. | Amarillo | TX | 03/2017 | 06/2024 |
| Securities America Advisors | Amarillo | TX | 08/2018 | 06/2024 |
| Osaic Wealth, Inc. | Amarillo | TX | 06/2024 | Present |
| Osaic Wealth, Inc. | Amarillo | TX | 06/2024 | Present |
1. Amarillo Town Club Position: Zumba Fitness Instructor Nature: Zumba Fitness Instructor Investment Related: No Hours: 5 Securities Trading Hours: 0 Start Date: 12/2012 Address: 4514 Cornell St #A, Amarillo TX 79109 2. Insurance Sales Position: Agent Nature: Insurance sales Investment Related: Yes Hours: 4 Securities Trading Hours: 4 Start Date: 3/2017 Address: 801 S Fillmore, Suite 530, Amarillo TX 79101 3. Navigation Financial Group - DBA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-08 |
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