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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
500 N Central Expressway Suite 303, Plano, TX 75074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Plano | TX | 10/2013 | 01/2025 |
| Osaic Wealth, Inc. | Plano | TX | 01/2025 | Present |
1. MAYA KATZMAN, 13140 COIT ROAD, DALLAS, TX CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED/INDEXED ANNUITIES START DATE: 9/2014 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5 2. SYMMETRY WEALTH STRATEGIES POSITION: Owner NATURE: Marketing Name INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 500 N CENTRAL EXPY STE 303, PLANO TX 75074-6777, United States DESCRIPTION: All activities are marketing the name. 3. MAYA KATZMAN POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2014 ADDRESS: 500 N. Central Expressway, Suite 303, Plano TX 75074, United States DESCRIPTION: I will run illustrations for my clients and offer fixed annuity products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-09 |
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