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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
109 South Harris Street Suite 220, Round Rock, TX 78664 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Austin | TX | 10/2015 | 09/2016 |
| Edward Jones | St Louis | MO | 09/2016 | 02/2023 |
| Lincoln Financial Securities | Round Rock | TX | 02/2023 | 01/2025 |
| Osaic Wealth, Inc. | Round Rock | TX | 01/2025 | Present |
1) CHISHOLM TRAIL FINANCIAL GROUP 109 SOUTH HARRIS ST., #220 ROUND ROCK, TX CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER ACCIDENT, HEALTH, DISABILITY AND TRADITIONAL LIFE INSURANCE; FIXED AND INDEXED ANNUITIES; LIFE SETTLEMENTS START DATE: 1/2023 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) CHRISTOPHER CYBULSKI 109 S. HARRIS ST., SUITE 220, ROUND ROCK, TX CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE; FIXED ANNUITIES START DATE: 11/2023 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2 3) CHRISTOPHER CYBULSKI/ELCO MUTUAL 109 S. HARRIS ST., SUITE 220, ROUND ROCK, TX CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFERING FIXED ANNUITIES START DATE: 11/2023 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-14 |
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