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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-25 |
Branch Locations
1322 Space Park Drive Suite C144, Houston, TX 77058 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schamerhorn Financial Group (Osaic Wealth, Inc) | Houston | TX | 01/2012 | Present |
| Osaic Wealth, Inc. | Houston | TX | 09/2023 | Present |
1. SCHAMERHORN FINANCIAL GROUP POSITION: Registered Assistant NATURE: Schamerhorn Financial Group pays a salary. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 01/02/2012 ADDRESS: 1322 Space Park, Suite C144, Houston, TX 77058 DESCRIPTION: All admin processes that include Registered Administrative duties. 2. CAROLE ZLEBIS POSITION: Notary NATURE: I am an employee of Schamerhorn Financial Group INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2020 ADDRESS: 1322 Space Park Dr, Suite C144, Houston TX 77058, United States DESCRIPTION: Notarize client signatures when required on business related forms.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-22 |
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