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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
212 Old Grande Blvd. Suite A214, Tyler, TX 75703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Tyler | TX | 07/2015 | 12/2021 |
| Securities America, Inc. | Tyler | TX | 12/2021 | 06/2024 |
| Securities America Advisors | Tyler | TX | 12/2021 | 06/2024 |
| Osaic Wealth, Inc. | Tyler | TX | 06/2024 | Present |
1. TX HS FOOTBALL OFFICIAL POSITION: official NATURE: Texas association of sports officials.(TASO).high school football official. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2015 ADDRESS: 429 Lilly Lane, Bullard TX 75757 DESCRIPTION: I officiate high school football games in the fall. 2. INSURANCE POSITION: agent NATURE: Life insurance and fixed & variable annuities INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 12/13/2021 ADDRESS: 212 old Grande Blvd, suite A214, Tyler TX 75703 DESCRIPTION: solicit or sell various forms of insurance. 3. ARK ASSURANCE GROUP POSITION: agent NATURE: Ark Assurance Group INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2000 ADDRESS: 212 Old Grande Blvde, suite A214, Tyler TX 75703 DESCRIPTION: I office in the building. I refer prospects to others in the building for various property and casualty insurances. 4. TX HS FOOTBALL OFFICIAL POSITION: official NATURE: Texas association of sports officials.(TASO).high school football official. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2015 ADDRESS: 425 Ulster Drive, Tyler TX 75703, United States DESCRIPTION: I officiate high school football games in the fall.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-12-12 |
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