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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
25420 Kuykendahl Road Unit #C300, Tomball, TX 77375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | West Hartford | CT | 05/2015 | 10/2020 |
| Unemployed | Conroe | TX | 11/2020 | 03/2022 |
| Lincoln Financial Advisors Corporation | Tomball | TX | 03/2022 | 01/2025 |
| Osaic Wealth, Inc. | Tomball | TX | 01/2025 | Present |
1) SANDRA GUARDADO - 10053 PRESERVE WAY, CONROE, TX 77385 CATEGORY: RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: MAKE SURE HOUSE IS IN GOOD LIVING CONDITION AND RECEIVE INCOME START DATE: 6/1/2024 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 2) RENTAL PROPERTY POSITION: Owner NATURE: We own to houses. Recently moved and are currently renting the house at 10053 Preserve Way. Conroe TX 77385 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2024 ADDRESS: 8419 Horsepen Bend Dr, Conroe TX 77385, United States DESCRIPTION: Make sure house is in good living condition and receive income
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-21 |
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