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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
Fort Worth, TX • United States
2435 North Central Expressway Suite 1020, Richardson, TX 75080 • 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 |
|---|---|---|---|---|
| Fsc Securities Corporation | Mckinney | TX | 01/2007 | 11/2023 |
| Tate Financial Group | Mckinney | TX | 01/2007 | Present |
| Osaic Wealth, Inc. | Fort Worth | TX | 11/2023 | Present |
1. MEFFORD INVESTMENTS LLC POSITION: Owner - NATURE: Limited Liability Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 03/18/2008 ADDRESS: 3000 S. Hulen, Suite 124-611, Ft Worth TX 76109, United States DESCRIPTION: manage/own commercial real estate property 2. ROBERT MEFFORD POSITION: Owner - President NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/15/2007 ADDRESS: 2435 North Central Expressway, Suite 1020, Richardson TX 75080, United States DESCRIPTION: analyze insurance needs and provide and sell life insurance to meet those needs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-25 |
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