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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-02 |
Branch Locations
3522 Paesanos Parkway Suite 100, San Antonio, TX 78231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jhfn Sii | San Antonio | TX | 12/2012 | 11/2018 |
| Royal Alliance Associates, Inc. | San Antonio | TX | 11/2018 | 08/2023 |
| Osaic Wealth, Inc | San Antonio | TX | 08/2023 | Present |
1. PLATINUM WEALTH SOLUTIONS OF TEXAS LLC POSITION: Certified Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/01/2012 ADDRESS: 3522 Paesanos Parkway, Suite 100, San Antonio TX 78231, United States DESCRIPTION: Sales/Marketing of Securities, Investment Advisory and Insurance products 2. Platinum Wealth Solutions of Texas LLC Fixed Insurance POSTION: AGTENT, ETC NATURE: LLC INVESTMENT RELATED: YES NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 12/01/2012 ADDRESS:3522 PAESANOS PARKWAY, TX 78231 United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-10 |
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