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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-04 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sunset Financial Services Inc | Kansas City | MO | 06/2009 | Present |
| Securities America, Inc. | Dallas | TX | 11/2014 | 06/2024 |
| Securities America Advisors, Inc. | Dallas | TX | 11/2014 | 06/2024 |
| Osaic Wealth, Inc. | Dallas | TX | 06/2024 | Present |
| Osaic Wealth, Inc. | Dallas | TX | 06/2024 | Present |
INSURANCE BROKER POSITION: sales NATURE: Insurance broker INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 04/01/2008 ADDRESS: 839 Exposition Ave #6, Dallas TX 75226, United States DESCRIPTION: Market, sell, place as needed proper insurance product for risk management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-20 |
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