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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-08 |
Branch Locations
62 Main Street Suite 110, Colleyville, TX 76034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Hurst | TX | 07/2011 | 01/2025 |
| Osaic Wealth, Inc. | Colleyville | TX | 01/2025 | Present |
PETER PHAN 62 MAIN STREET, STE. 110 COLLEYVILLE, TX 76034 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED ANNUITIES, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 11/01/2020 HOURS PER MONTH: 8 HOURS PER MONTH DURING TRADING HOURS: 8. DENALI WEALTH MANAGEMENT POSITION: Financial Planner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 64 START DATE: 01/01/2021 ADDRESS: 62 Main Street, Suite 110, Colleyville TX 76034, United States DESCRIPTION: Client relationship management Financial plan design
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-16 |
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