Andrew Gold

Current Employers

Employment History

• 06/2018 → 10/2020
  Edward Jones
  St Louis, MO
• 03/2015 → 05/2018
  D&M Leasing
  Grand Prairie, TX
• 10/2020 → 06/2024
  Securities America, Inc.
  Southlake, TX
• 10/2020 → 06/2024
  Securities America Advisors
  Southlake, TX
• 08/2022 → 11/2024
  Arbor Point Advisors
  Southlake, TX
• 06/2024 → Present
  Osaic Wealth, Inc.
  Southlake, TX
• 11/2024 → 09/2025
  Osaic Advisory Services, Llc
  Atlanta, GA
• 05/2025 → Present
  Prestige Wealth Management
  Southlake, TX

Previous Registrations

• 2024-11-08 → 2025-09-04
  Osaic Advisory Services, Llc
  Atlanta, GA
  Southlake, TX
• 2024-06-14 → 2025-06-06
  Osaic Wealth, Inc.
  Southlake, TX
• 2022-08-16 → 2024-11-08
  Arbor Point Advisors
  Southlake, TX
• 2020-10-27 → 2024-06-14
  Securities America Advisors, Inc.
  Southlake, TX
• 2018-10-02 → 2020-10-29
  Edward Jones
  Ft Worth, TX
  St Louis, MO
  Keller, TX
  Ft Worth, TX

Other Businesses

1. AGI INSURANCE POSITION: Agent NATURE: Life Insurance offered as additional product option to clients INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/28/2020 ADDRESS: 2011 Kirkwood Blvd #100, Southlake TX 76092 DESCRIPTION: Offer insurance as available product option to current clients and prospects 2. AGI PROPERTY MGMT POSITION: Owner NATURE: Inherited Rental Property - 5753 Saramac Drive, Watauga, TX 76148 INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/27/2024 ADDRESS: 2930 Willow Creek Drive, Grapevine TX 76051, United States DESCRIPTION: Monitoring and maintaining a rental property and communications with the tenant. Managing finances of rental payments and paying bills. 3.. PWM Tax Group, LLC. Affiliated tax entity under common ownership of RIA. Managing Member/ Tax specialist. Tax preparation and filing services separate from investment advisory services. Time spent = 30 hours/ month.

Exams

• S66 Uniform Combined State Law Examination
  2018-10-01

Other Names

• Andrew Wesley Gold