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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-24 |
Branch Locations
5801 Marvin D Love Fwy Suite 307, Dallas, TX 75237 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Dallas | TX | 08/2019 | 10/2020 |
| Wylie Isd | Wylie | TX | 02/2019 | 05/2019 |
| American Campus Communities | Lubbock | TX | 05/2017 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 06/2018 | 08/2018 |
| Tapingo Inc. | Lubbock | TX | 01/2017 | 10/2018 |
| Ttu Office Of Advancement | Lubbock | TX | 01/2017 | 04/2017 |
| Ttu Libraries | Lubbock | TX | 02/2015 | 12/2016 |
| Els Vision Wealth Management | Desoto | TX | 10/2020 | 05/2024 |
| Farther Finance Advisors | Irving | TX | 06/2024 | 02/2025 |
| Osaic Wealth | Scottsdale | AZ | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-21 |
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