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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Amarillo | TX | 07/2003 | 06/2024 |
| Securities America Advisors, Inc. | Amarillo | TX | 08/2003 | 06/2024 |
| Navigation Financial Group Of Amarillo, Llc | Amarillo | TX | 01/2004 | Present |
| Odyssey One Source | Amarillo | TX | 05/2006 | Present |
| Everbank | Jacksonville | FL | 06/2005 | Present |
| Johnny I. Moore, Cpa | Amarillo | TX | 10/2003 | Present |
| Johnny Moore | Amarillo | TX | 07/2006 | Present |
| Redd Irrevocable Life Insurance Trust | Amarillo | TX | 07/2006 | Present |
| Osaic Wealth, Inc. | Amarillo | TX | 06/2024 | Present |
| Osaic Wealth, Inc. | Amarillo | TX | 06/2024 | Present |
1. NAVIGATION FINANCIAL GROUP OF AMARILLO LLC POSITION: owner NATURE: Insurance Marketing Firm INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 10/01/2003 ADDRESS: 801 S. Fillmore St., Suite 530, Amarillo TX 79101 DESCRIPTION: Solicit sales of Insurance products 2. DBA: First Capital Investment Services 3. JOHNNY MOORE CPA/PFS POSITION: CPA NATURE: CPA Services, Tax Advice/Planning, Estate Planning, Consulting on Entity Set-up INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 10/01/2003 ADDRESS: 801 S Fillmore St, Suite 530, Amarillo TX 79101, DESCRIPTION: CPA Services, Consulting on Entity Selection, Tax Planning, Estate Planning, Tax Advice 4. HEAVEN'S DOOR INVESTMENTS LLC POSITION: managing the activities NATURE: Family LLC investing in Oil & Gas Wells in the Texas Panhandle through working interests and investing in a residential real estate development INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/20/2021 ADDRESS: 7805 Stuyvesant Ave, Amarillo TX 79121 DESCRIPTION: Investing in working interests in oil & gas wells through JW Resources Inc., a local oil and gas exploration Company, in the Texas Panhandle with family members. Also, beginning in 2022, investing in a residential real estate development names Estancia Development LLC 5. RONALD MCDONALD HOUSE OF AMARILLO, INC. POSITION: Board Member NATURE: Serving on the Board of Directors of Ronald McDonald House of Amarillo Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 11/01/2012 ADDRESS: 1501 Streit Dr., Amarillo TX 79106 DESCRIPTION: Serving as Board Member helping the organization complete its mission in our community. 6. NAVIGATION FINANCIAL GROUP OF AMARILLO LLC POSITION: owner NATURE: Insurance Marketing Firm INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 10/01/2003 ADDRESS: 804 S. Madison ST, Amarillo TX 79101, United States DESCRIPTION: Solicit sales of Insurance products 7. JOHNNY MOORE CPA/PFS POSITION: CPA NATURE: CPA Services, Tax Advice/Planning, Estate Planning, Consulting on Entity Set-up INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/01/2003 ADDRESS: 1109 Bridlewood Dr, Amarillo TX 79124, United States DESCRIPTION: CPA Services, Consulting on Entity Selection, Tax Planning, Estate Planning, Tax Advice 8. HEAVEN'S DOOR INVESTMENTS LLC POSITION: managing the activities NATURE: Family LLC investing in Oil & Gas Wells in the Texas Panhandle through working interests and investing in a residential real estate development INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 01/20/2021 ADDRESS: 1109 Bridlewood Dr, Amarillo TX 79124, United States DESCRIPTION: Investing in working interests in oil & gas wells through JW Resources Inc., a local oil and gas exploration Company, in the Texas Panhandle with family members. Also, beginning in 2022, investing in a residential real estate development names Estancia Development LLC 9. RONALD MCDONALD HOUSE OF AMARILLO, INC. POSITION: Board Member NATURE: Serving on the Board of Directors of Ronald McDonald House of Amarillo Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/01/2012 ADDRESS: 1501 Streit Dr., Amarillo TX 79106, United States DESCRIPTION: Serving as Board Member helping the organization complete its mission in our community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-01-26 |
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