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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-02 |
Branch Locations
18601 Lbj Freeway Suite 140, Mesquite, TX 75150 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Amp; Insurance Services Of Texas | Mesquite | TX | 05/2015 | Present |
| Signator Investors, Inc. | Mesquite | TX | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Mesquite | TX | 11/2018 | Present |
1. FINANCIAL & INSURANCE SERVICES OF TEXAS POSITION: Insurance Support and Admin NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/18/2015 ADDRESS: 18601 LBJ FWY, STE140, Mesquite TX 75150, United States DESCRIPTION: I support Randolph Balch in all aspects related to property, casualty, life, disability, and long term care insurance sales and support as well as client service on the securities side.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-30 |
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