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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-24 |
Branch Locations
18333 Egret Bay Boulevard Suite 600, Houston, TX 77058 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bp Energy Co | Houston | TX | 11/2014 | Present |
| Osaic Wealth, Inc | Houston | TX | 07/2025 | Present |
1. TEXAS WEALTH MANAGEMENT, LLC POSITION: Client Account Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/15/2025 ADDRESS: 18333 Egret Bay Blvd, Ste 600, Houston TX 77058, United States DESCRIPTION: provide administrative support to clients and advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-29 |
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