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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burgoon Company | Austin | TX | 05/2002 | Present |
| Osaic Wealth, Inc. | Orange | TX | 01/2024 | Present |
1. WATTERS FINANCIAL GROUP; INV RELATED; 4001 WEST PARK AVE ORANGE,TX; LIFE INSURANCE/FIXED ANNUITY SALES & SERVICE; REGISTERED REP; 07/31/2004; 4HR/MON; 4HR/MON; SALE & SUPPORT OF TERM INSURANCE SALES OR FIXED ANNUITIES. 2. BLOCK STORAGE AND UHAUL POSITION: PART OWNER NATURE: SOLE PROPRIETORSHIP FOR TIME BEING. MY WIFE WILL RUN THIS BUSINESS. NATURE OF BUSINESS IS CLIMATE CONTROLED STORAGE UNITS AND U-HAUL TRUCK RENTALS INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 12/02/2013 ADDRESS: 1510 IRVING STREET, ORANGE TX 77630 DESCRIPTION: OWNER. MY WIFE WILL RUN BUSINESS. ALSO WILL OBTAIN UMBRELLA POLICY FOR WIFE AND I OF 2 MILLION FOR THIS BUSINESS. 3. WATTERS MINI STORAGE AND UHAUL POSITION: PART OWNER NATURE: SOLE PROPRIETORSHIP FOR TIME BEING. MY WIFE WILL RUN THIS BUSINESS. NATURE OF BUSINESS IS CLIMATE CONTROLED STORAGE UNITS AND U-HAUL TRUCK RENTALS INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2013 ADDRESS: 1510 IRVING STREET, ORANGE TX 77630 DESCRIPTION: OWNER. MY WIFE WILL RUN BUSINESS. ALSO WILL OBTAIN UMBRELLA POLICY FOR WIFE AND I OF 2 MILLION FOR THIS BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-26 |
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