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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-26 |
Branch Locations
14015 Park Drive Suite 107, Tomball, TX 77377 • United States
134 Westpoint Lane, Brenham, TX 77833 • United States
134 Westpoint Lane, Brenham, TX 77833 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blinn College | Brenham | TX | 08/2015 | 12/2016 |
| Texas A&M University | College Station | TX | 01/2017 | 05/2019 |
| Royal Alliance | Tomball | TX | 09/2019 | Present |
| Sf Cicada Llc | Tomball | TX | 09/2019 | Present |
| Brenham Junior High School | Brenham | TX | 08/2009 | Present |
| Royal Alliance Associates, Inc | Tomball | TX | 11/2019 | Present |
1. PETRA BENEFITS FINANCIAL SERVICES POSITION: Investment Advisor Representative NATURE: DBA FOR SF CICADA, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/11/2019 ADDRESS: 14015 Park Drive, Tomball TX 77377, United States DESCRIPTION: Investment Advisor Representative dealing with asset management. 2. SF CICADA, LLC POSITION: Employee NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/09/2019 ADDRESS: 14015 Park Drive, Suite 107, Tomball TX 77377, United States DESCRIPTION: General office activities 3. PETRA BENEFITS FINANCIAL SERVICES POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2022 ADDRESS: 14015 Park Drive, Ste. 107, Tomball TX 77377, United States DESCRIPTION: Life, Health, and Disability Insurance Sales 4. MRZ HOLDINGS LLC POSITION: Sole Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 1000 START DATE: 05/18/2026 ADDRESS: 1014 Rootstock Road, Brenham TX 77833, United States DESCRIPTION: This is an LLC created for my Osaic commissions to be paid through. This will not be client-facing, and will not be present for any marketing material or adjacent. This is strictly for my internal use for bookkeeping and business management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-25 |
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