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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
2010 Gilmer Road Suite 103C, Longview, TX 75604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One Investing | Longview | TX | 07/2015 | 06/2017 |
| Investment Centers Of America, Inc. | Longview | TX | 07/2017 | 11/2017 |
| Lpl Financial Llc | Longview | TX | 11/2017 | 04/2023 |
| Woodbury Financial Services Inc | Longview | TX | 04/2023 | 01/2024 |
| Osaic Wealth, Inc. | Longview | TX | 01/2024 | Present |
1. BC WEALTH MANAGEMENT POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2023 ADDRESS: 3214, Lopez Ct, Longview TX 75605, United States DESCRIPTION: OBA DBA for Securites Firm with Woodbury.Owner of the firm and handle securities transactions. 2. AMAZON BOOK POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/28/2018 ADDRESS: 3214, Lopez Ct, Longview TX 75605, United States DESCRIPTION: Have book for sale on amazon. 3. WOODEN SPOON HOLDINGS, LLC POSITION: Owner NATURE: LLC Online Store INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 3214, Lopez Ct, Longview TX 75605, United States DESCRIPTION: Sell Sports Cards Online. 4. BC WEALTH MANAGEMENT POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2023 ADDRESS: 3214, Lopez Ct, Longview TX 75605, United States DESCRIPTION: Owner of insurance firm for outside of woodbury insurance. 5. BC WEALTH HOLDINGS POSITION: Landlord NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2024 ADDRESS: 2010 Gilmer RD, Suite 103C, Longview TX 75604, United States DESCRIPTION: Subleasing an office to lawyer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-13 |
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