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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 |
|---|---|---|---|---|
| Bbva Usa | Birmingham | AL | 11/2013 | 08/2021 |
| Bbva Securities Inc. | Humble | TX | 11/2013 | 08/2021 |
| Bbva Wealth Solutions Inc. | Humble | TX | 11/2013 | 08/2021 |
| Bbva Insurance Agency, Inc. | Austin | TX | 11/2013 | 08/2021 |
| Pnc Investments | Kingwood | TX | 08/2021 | 12/2021 |
| Securities America, Inc. | Humble | TX | 12/2021 | 06/2024 |
| Securities America Advisors | Humble | TX | 12/2021 | 06/2024 |
| Osaic Wealth, Inc. | Humble | TX | 06/2024 | Present |
| Osaic Wealth, Inc. | Humble | TX | 06/2024 | Present |
DBA: Precept Wealth Management INSURANCE SALES POSITION: Insurance Sales NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/05/2021 ADDRESS: 700 Rockmead Dr, Suite 213, Kingwood TX 77339, United States DESCRIPTION: Insurance Sales SAA POSITION: IAR NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/05/2021 ADDRESS: 19506 Hwy 59 N, Suite 315, Humble TX 77338, United States DESCRIPTION: Advisory PRECEPT WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Marketing Name for our office INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/17/2021 ADDRESS: 19506 Hwy 59 N, STE 315, Humble, TX TX 77338-4346, United States DESCRIPTION: Marketing name for our office
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-15 |
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