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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-01 |
Branch Locations
3522 Paesanos Parkway Suite 100, San Antonio, TX 78231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic | San Antonio | TX | 01/2024 | Present |
| N/A | San Antonio | TX | 12/2013 | Present |
| Axa Advisors | San Antonio | TX | 06/2021 | 08/2021 |
| Platinum Wealth Solutions | San Antonio | TX | 06/2022 | 08/2022 |
1. PLATINUM WEALTH SOLUTIONS OF TEXAS, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/07/2024 ADDRESS: 3522 Paesanos Parkway, Suite 100, San Antonio TX 78231, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 2. PLATINUM WEALTH SOLUTIONS OF TEXAS, LLC - FIXED INSURANCE POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/07/2024 ADDRESS: 3522 Paesanos Parkway, Suite 100, San Antonio TX 78231, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 3. MICHIGAN FINANCIAL COMPANIES POSITION: Financial Advisor NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/10/2024 ADDRESS: 28411 Northwestern Hwy., Suite 1300, Southfield MI 48034, United States DESCRIPTION: I am a financial advisor. I spend time meeting with clients to review their overall finances and investments, as well as new clients. I also spend time researching investments, meeting with other industry professionals to learn about investment opportunities, and research current portfolios.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-28 |
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