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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services Inc | Dallas | TX | 10/2010 | 12/2023 |
| Mass Mutual | Dallas | TX | 09/2010 | 12/2023 |
| Osaic | Celina | TX | 12/2023 | Present |
1. Name: Taylor Manning Inv rel: Y Add: At Residential Address Nature: Individual Life, Health, Group Life, Group Health Position: Agent Start date: 05/2020 No. HR/MO: 1 No. HR/MO during sec trading: 0 2. TELEIOS FINANCIAL LLC POSITION: Owner NATURE: Doing business as ("DBA") name, "Teleios Financial LLC?." INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/20/2020 ADDRESS: 601 S. Ohio St, Celina TX 75009, United States DESCRIPTION: Doing business as ("DBA") name, "Teleios Financial LLC?." 3. MATTHEW MANNING - INSURANCE AGENT POSITION: Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2005 ADDRESS: 601 S. Ohio St, Celina TX 75009, United States DESCRIPTION: Fixed insurance sales (when/if applicable).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-06 |
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