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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
1300 Bay Area Blvd #B Ste 150-14, Houston, TX 77058 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | League City | TX | 02/2016 | 06/2024 |
| Securities America Advisors | Houston | TX | 05/2019 | 06/2024 |
| Osaic Wealth, Inc. | Houston | TX | 06/2024 | Present |
| Osaic Wealth, Inc. | Houston | TX | 06/2024 | Present |
INSURANCE POSITION: office manager NATURE: Insurance Sales Life and Health and Indexed Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/27/2017 ADDRESS: 1300 Bay Area Blvd., Suite B 150 -14, Houston TX 77058 DESCRIPTION: office manager SECURITIES AMERICA ADVISORS POSITION: OFFICE ADMINISTRATOR NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2019 ADDRESS: 1300 Bay Area Blvd, Suite B 1500, HOUSTON TX 77058 DESCRIPTION: I am currently working with Mamta Rai as an office administrator and plan to continue to do so in the near future. I cannow correspond with her advisory client
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-02 |
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