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David Furrh Ware

Osaic Wealth, Inc.

Longview, TX

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2024-01-19
TX RA APPROVED 2024-01-19
  • AR RA
    APPROVED
    Since 2024-01-19
  • TX RA
    APPROVED
    Since 2024-01-19

Branch Locations

1121 Judson Rd. Suite 151, Longview, TX 75601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital One Investing, Llc Marshall TX 08/2016 07/2018
Woodbury Financial Services, Inc. Longview TX 07/2018 Present
Woodbury Financial Services, Inc. Longview TX 07/2018 01/2024
Osaic Wealth, Inc. Longview TX 01/2024 Present
  • 08/2016 → 07/2018
    Capital One Investing, Llc
    Marshall, TX
  • 07/2018 → Present
    Woodbury Financial Services, Inc.
    Longview, TX
  • 07/2018 → 01/2024
    Woodbury Financial Services, Inc.
    Longview, TX
  • 01/2024 → Present
    Longview, TX
Previous Registrations
  • 2018-07-11 → 2024-01-19
    Woodbury Financial Services, Inc.
    Longview, TX
  • 2016-09-27 → 2018-07-11
    Capital One Advisors, Llc
    Port Arthur, TX
    Mclean, VA
Other Businesses

1. JFW REAL ESTATE, LLC POSITION: Member NATURE: The structure is an LLC. The company is setup to holdownership of mineral rightsand distribute royalties from oil and gas production. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 3061 Walkers Mill Road, Longview TX 75605, United States DESCRIPTION: The LLC was set up after my grandmother passed away. She owned mineral rights and ownership transferred to my father, myself and 3 other brothers. The title to the mineral rights will be transferred to the LLC. My father owns 60% and me and my 3 brothers will have 10% ownership each. My roll will primarily function around distribution of royalty payments. Occasionally myself along with the other members will discuss potential new lease arrangements with oil and gas producers. 2. FURRH PROPERTIES POSITION: Beneficiary NATURE: Family Trust INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 510 Main Street, Elysian Fields TX 75605, United States DESCRIPTION: No duties. I only receive a check for my portion each month. 3. DAVID WARE POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/18/2018 ADDRESS: 1121 Judson Rd, Ste 151, Longview TX 75601, United States DESCRIPTION: Sales and service of fixed insurance. 4. COOKE STRATEGY LLC POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/18/2018 ADDRESS: 1121 Judson Rd, Ste 151, Longview TX 75605, United States DESCRIPTION: LLC is setup to pay operating expenses such as rent and payroll for my securities business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-26
S63 Uniform Securities Agent State Law Examination 2016-05-19
  • S65 Uniform Investment Adviser Law Examination
    2016-09-26
  • S63 Uniform Securities Agent State Law Examination
    2016-05-19
Other Names
  • David F Ware

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