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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Austin | TX | 06/2009 | 01/2025 |
| Osaic Wealth, Inc. | Austin | TX | 01/2025 | Present |
1) CHARLES DAVENPORT, AUSTIN, TX CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: COLLECTS RENT AND MAINTAIN PROPERTY. START DATE: 06/2017 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0. 2) GO STRATEGIC ADVISORY PLLC - 6206 JOHN CHISUM LANE AUSTIN, TX 78749 CATEGORY: INSURANCE/LEGAL ENTITY INVESTMENT RELATED: YES TITLE: AGENT/OWNER DUTIES: SALE AND SERVICE OF HEALTH INSURANCE, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, AND TRADITIONAL LIFE INSURANCE START DATE: 7/27/2022 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 3) MYLO POSITION: Agent NATURE: Offering Mylo as an option for clients to utilize a 3rd party that specializes in insurance offering for home, and auto. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/19/2025 ADDRESS: 6206 John Chisum Lane, Austin TX 78749, United States DESCRIPTION: Refer clients to Mylo for assistance in an area of insurance I don't specialize in.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-16 |
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