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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-01-19 |
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
1121 Judson Rd. Suite 151, Longview, TX 75601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-19 |
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