Cory Ryan Procter

Current Employers

Employment History

• 04/2011 → 10/2018
  Kill Cliff
  Dallas, TX
• 12/2018 → 01/2024
  Woodbury Financial
  Trophy Club, TX
• 01/2024 → Present
  Osaic Wealth, Inc.
  Southlake, TX
• 01/2025 → Present
  Pro Capital, Llc
  Southlake, TX

Previous Registrations

• 2024-01-19 → 2026-04-08
  Osaic Wealth, Inc.
  Southlake, TX
• 2019-02-19 → 2024-01-19
  Woodbury Financial Services, Inc.
  Trophy Club, TX
  Naples, FL
  Southlake, TX

Other Businesses

1. CORYPROCTER.COM POSITION: Public Figure NATURE: This is a line of business that includes speaking engagements, appearances, coaching, and other activities relating to my athletic history. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2016 ADDRESS: 2308 Trophy Club Drive, Trophy Club TX 76262, United States DESCRIPTION: Companies, churches, and organizations bring me in to speak about leadership, motivation, and teamwork as well as sign autographs. Football camps are included where I help coach and mentor young players. 2. PRO CAPITAL WEALTH MANAGEMENT POSITION: Sole member NATURE: Pro Cap Wealth Management is the DBA for business through Osaic Wealth. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2019 ADDRESS: 2308 Trophy Club Drive, Trophy Club TX 76262, United States DESCRIPTION: DBA for my securities business through Osaic Wealth. I will be using this to solicit. 3. MAJESTY OUTDOORS POSITION: Board member NATURE: I serve on the board of this non profit that benefits fatherless children. I serve as a voting member. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2021 ADDRESS: 555 N Carancahua St ste 130, Corpus Christi TX 78401, United States DESCRIPTION: I participate as a board member and vote looking at potential donors, beneficiaries, etc. 4. PRO CAPITAL, LLC POSITION: Owner NATURE: Corporation for securities INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2018 ADDRESS: 578 N Kimball Dr., Suite 120, Southlake TX 76092, United States DESCRIPTION: Owner/operator of accounting for securities industry 5. PRO CAPITAL INSURANCE AGENCY LLC POSITION: Principal NATURE: This business is purely for our insurance arm where we plan to provide options outside of the standard life, LTC, and DI. We want to include P&C and Medicare at some point as well. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/08/2024 ADDRESS: 578 N Kimball Ave, Suite 120, Southlake TX 76092, United States DESCRIPTION: Recruit insurance agents and write insurance business. 6. PRO CAPITAL CONSULTING, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/08/2024 ADDRESS: 578 N Kimball Ave, Suite 120, Southlake TX 76092, United States DESCRIPTION: Consulting and education services for overview financial pictures. 7. The Play It Forward Foundation POSITION: Board member NATURE: non-profit to help advise on path forward for children's ministry and athletics INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 ADDRESS: 295 Madison Avenue, 12th Fl., New York, NY 10017 DESCRIPTION: Board member of non-profit to help advise on the trajectory for children's ministry and athletics. 8. CMP Ventures LLC - Owner of investment entity that owns interest in some commercial land. 9. JW Procter Ranch, LLC - Mr. Procter is the agent of this entity which is a holding entity for his father's (Johhn Procter) land. This is owned by his father's (Johhn Procter) Revocable Living Trust where he (Johhn Procter) is the trustee.

Exams

• S66 Uniform Combined State Law Examination
  2019-02-11

Other Names

• Cory Procter