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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
7925 S. Broadway Avenue Building 11, Suite 1166, Tyler, TX 75703 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Tyler | TX | 04/2010 | 01/2025 |
| Osaic Wealth, Inc. | Tyler | TX | 01/2025 | Present |
1) METRIC HOLDINGS, LLC, 1620 HWY. 531 MINDEN, LA 71055 CATEGORY: REAL ESTATE MANAGEMENT, RENTALS, OR DEVELOPMENT INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: PROVIDING MANAGEMENT/ADMINISTRATIVE FUNCTIONS FOR FAMILY LLC HOLDING COMMERCIAL RENTAL PROPERTY. START DATE: 10/27/10 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 5 2) JARED LUKE TIMS 7925 S. BROADWAY AVE BUILDING 11, STE. 1166 TYLER, TX 75703 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT/SOLE PROPRIETOR DUTIES: OFFERING ACCIDENT AND HEALTH, LONG TERM CARE, AND TRADITIONAL LIFE INSURANCE. STARTED 04/06/2010 WORKING 10 HPM 5 DURING TRADING HOURS 3) JARED TIMS 7925 S. BROADWAY AVE BUILDING 11, STE. 1166 TYLER, TX 75703 CATEGORY: INSURANCE/LIFE SETTLEMENTS INVESTMENT RELATED: YES TITLE: AGENT DUTIES: ASSIST AND ACT AS AGENT IN FIXED LIFE SETTLEMENT TRANSACTIONS. START DATE: 6/15/2021 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 4) JARED TIMS, TYLER, TX CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: MAINTAIN AND COLLECT RENT ON RENTAL PROPERTY START DATE: 3/2023 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 1 5) J. LUKE TIMS POSITION: Chairman of Finance Committee NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 1607 Troup Hwy, Tyler TX 75701, United States DESCRIPTION: I serve on the Finance Committee for our church and was appointed to be the chairman of that committee. We approve budget items, requests for funds, and department expenses that are above certain thresholds. I also report the general income statement and balance sheet numbers to the church quarterly. 6) JARED LUKE TIMS(PAPER OBA SUBMISSION) POSITION: Agent NATURE: Sale of life, health, and LTC insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2010 ADDRESS: 7925 S Broadway Ave, Ste. 1166, Tyler TX 75703, United States DESCRIPTION: Solicitation and sale of life, health, and LTC insurance. 7) LUKE TIMS POSITION: Owner NATURE: Occasionally buy and sell things (collectables) though social media groups of things like Facebook marketplace. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/14/2026 ADDRESS: 6709 Hollytree Cir, Tyler TX 75703, United States DESCRIPTION: Occasionally have transactions through Facebook marketplace where I might buy or sell items. Very similar to how people would have a garage sell, but this is just the occasional items of some worth either I want and would purchase, or I no longer want and would sell.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-10 |
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