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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-21 |
Branch Locations
14015 Park Drive Suite 107, Tomball, TX 77377 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rosehill Operating | Houston | TX | 11/2020 | 01/2021 |
| Simple Wealth Planning | Kansas City | MO | 05/2020 | 12/2020 |
| Noble Energy, Inc | Houston | TX | 06/2009 | 07/2020 |
| Encompass Advisory Services, Llc | Katy | TX | 01/2021 | 12/2021 |
| Osaic Wealth, Inc. | Tomball | TX | 02/2022 | Present |
1) PETRA BENEFITS FINANCIAL SERVICES POSITION: Investment Advisor Representative NATURE: DBA FOR SF CICADA, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/22/2022 ADDRESS: 14015 Park Drive, Tomball TX 77377, United States DESCRIPTION: Investment Advisor Representative dealing with asset management. 2) PETRA BENEFITS FINANCIAL SERVICES POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/22/2022 ADDRESS: 14015 Park Drive, Tomball TX 77377, United States DESCRIPTION: Life, Health, and Disability Insurance Sales 3) SF CICADA, LLC POSITION: Employee NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/22/2022 ADDRESS: 14015 Park Drive, Suite 107, Tomball TX 77377, United States DESCRIPTION: General office activities
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-18 |
| S65 | Uniform Investment Adviser Law Examination | 2020-12-01 |
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