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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-09 |
| NM | RA | APPROVED | 2023-06-09 |
| TX | RA | APPROVED | 2009-11-25 |
Branch Locations
14015 Park Drive Suite 107, Tomball, TX 77377 • United States
134 Westpoint Lane, Brenham, TX 77833 • United States
134 Westpoint Lane, Brenham, TX 77833 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Tomball | TX | 11/2009 | Present |
1. PETRA BENEFITS FINANCIAL SERVICES, LP,YES,14015 PARK DR., STE 107 TOMBALL, TX 77377,STATUTORY AGENT,10/2005,60HRS,60HRS,LIFE AND HEALTH INSURANCE SALES. 2. PETRA BENEFITS FINANCIAL SERVICES POSITION: AGENT NATURE: DBA FOR SF CICADA, LLC INVESTMENT RELATED: YES NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2015; ADDRESS: 14015 PARK DR., STE 107, TOMBALL TX 77377; DESCRIPTION: LIFE, HEALTH AND DISABILITY INSURANCE SALES 3. SF CICADA, LLC POSITION: MANAGING MEMBER NATURE: LLC INVESTMENT RELATED: YES NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2015; ADDRESS: 14015 PARK DR., STE 107, TOMBALL TX 77377; DESCRIPTION: THIS IS THE COMPANY THAT EMPLOYEES THE STAFF OF MY INVESTMENT FIRM. MY DBA IS PETRA BENEFITS FINANCIAL SERVICES. 4. NOTARY PUBLIC POSITION: Notary NATURE: Sole Prop. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2022 ADDRESS: 14015 Park Dr, Ste 107, Tomball TX 77377, United States DESCRIPTION: Provide Notary Public
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-23 |
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