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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-26 |
Branch Locations
77 Sugar Creek Center Blvd Suite 680, Sugar Land, TX 77478 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2012 | 11/2025 |
| Osaic Wealth, Inc. | Richmond | TX | 11/2025 | Present |
1. INSURANCE POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2012 ADDRESS: 77 Sugar Creek Blvd, Ste 600, Sugar Land TX 77478, United States DESCRIPTION: Provide all types of insurance. 2. HOUSTON LIVESTOCK SHOW AND RODEO POSITION: VOLUNTEER NATURE: IT IS A NON PROFIT INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 02/27/2026 ADDRESS: 3 NRG PARK, HOUSTON TX 77054, United States DESCRIPTION: THIS IS A VOLUNTEER ROLE FOR THE HOUSTON LIVESTOCK SHOW AND RODEO. THIS ONLY HAPPENS DURING ONE MONTH OF THE YEAR. THE HOURS I VOLUNTEER MAY VARY FROM YEAR TO YEAR. SOME YEARS I COULD HAVE ZERO HOURS DURING TRADING HOURS AND SOME YEARS I COULD HAVE 20. MY ROLE IS TO HELP GUESTS WITH TICKET PURCHASES TO THE FAIRGROUNDS AND RODEO. I DO NOT GET PAID FOR THIS. THIS IS A VOLUNTEER ROLE. AS A THANK YOU FROM THE RODEO I GET A BADGE THAT LETS ME INTO THE RODEO FOR THAT YEAR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-31 |
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