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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-02 |
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 |
|---|---|---|---|---|
| Jhfn Sii | Southfield | MI | 03/2011 | 11/2018 |
| Osaic Wealth, Inc. | San Antonio | TX | 11/2018 | Present |
1. PLATINUM WEALTH SOLUTIONS OF TEXAS-SECURITIES POSITION: IAR NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/21/2011 ADDRESS: 3522 paesanos pwy, san antonio TX 78015, United States DESCRIPTION: Sales/marketing of securites, investment advisory,insurance products 2. PLATINUM WEALTH SOLUTION OF TEXAS - FIXED INSURANCE POSITION: Reg Rep NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/21/2011 ADDRESS: 3522 paesanos pwy, san antonio TX 78231, United States DESCRIPTION: Sales/Marketing of fixed annuities and non-variable insurance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-09-07 |
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