Best Investors Account Sign in
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-02-26
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2015 → 12/2016
    Blinn College
    Brenham, TX
  • 01/2017 → 05/2019
    Texas A&M University
    College Station, TX
  • 09/2019 → Present
    Royal Alliance
    Tomball, TX
  • 09/2019 → Present
    Sf Cicada Llc
    Tomball, TX
  • 08/2009 → Present
    Brenham Junior High School
    Brenham, TX
  • 11/2019 → Present
    Royal Alliance Associates, Inc
    Tomball, TX
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-25
  • S66 Uniform Combined State Law Examination
    2020-02-25

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tomball, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor