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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual Life Insurance Company | Dallas | TX | 10/2019 | 12/2023 |
| Mml Investors Services, Llc | Dallas | TX | 03/2021 | 12/2023 |
| Energy Attic | Plano | TX | 04/2012 | 07/2019 |
| Unemployed | Plano | TX | 08/2019 | 10/2019 |
| Osaic | Celina | TX | 12/2023 | Present |
1. TELEIOS FINANCIAL LLC POSITION: Financial Svcs Professional NATURE: Marketing name/DBA; "Teleios Financial LLC" INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/20/2020 ADDRESS: 601 S. Ohio Dr, Celina, TX 75009 DESCRIPTION: - Fixed Insurance- Client Relations- document management- social media- radio show (editing)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-09 |
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