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Sheri Lynn Hensley

Osaic Wealth, Inc.

Canadian, TX

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2021-05-21
CA RA APPROVED 2018-11-02
TX RA APPROVED 2018-11-02
  • OK RA
    APPROVED
    Since 2021-05-21
  • CA RA
    APPROVED
    Since 2018-11-02
  • TX RA
    APPROVED
    Since 2018-11-02

Branch Locations

10400 County Road 23, Canadian, TX 79014 • 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
Hemphill County Soil And Water Canadian TX 10/2015 Present
Signator Investors, Inc. Canadian TX 05/2016 11/2018
Osaic Wealth, Inc. Canadian TX 11/2018 Present
  • 10/2015 → Present
    Hemphill County Soil And Water
    Canadian, TX
  • 05/2016 → 11/2018
    Signator Investors, Inc.
    Canadian, TX
  • 11/2018 → Present
    Canadian, TX
Previous Registrations
  • 2016-05-13 → 2018-11-02
    Signator Investors, Inc.
    Canadian, TX
    Pflugerville, TX
  • 2009-09-04 → 2016-05-13
    Canadian, TX
  • 2001-06-21 → 2009-09-04
    Transamerica Financial Advisors, Inc.
    Canadian, TX
    Aliso Viejo, CA
    Las Vegas, NV
    Las Vegas, NV
Other Businesses

1) MOORE FAMILY FARMS, INC POSITION: Treasurer NATURE: Family owned farm/ranch operation. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 25 START DATE: 10/19/2010 ADDRESS: 16399 Highway 33, Canadian TX 79014, United States DESCRIPTION: Treasurer for my families farm/ranch. Duties include accounting and payroll functions. 2) CANADIAN ROTARY CLUB POSITION: Board Member/Bookkeeper NATURE: Corporation--Rotary Club I am a board member and current bookkeeper. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/01/2015 ADDRESS: PO Box 558, Canadian TX 79014, United States DESCRIPTION: Accounting and administrative duties for the management of the club. 3) H&H EQUINE POSITION: Treasurer/Owner NATURE: Partnership 50% partner with family member to manage quarter horse breeding operation. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2010 ADDRESS: 10400 County Road 23, Canadian TX 79014, United States DESCRIPTION: Treasurer and help with management of horse herd. 4) HEMPHILL CO SOIL & WATER CONSERVATION POSITION: Board Member NATURE: Government agency INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2008 ADDRESS: 816 2nd Street, Canadian TX 79014, United States DESCRIPTION: Advisory board that works with NRCS employee to manage groundwater in Hemphill county. Meets monthly. 5) SELLING ODD AND ENDS ON EBAY POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 10400 County Road 23, Canadian TX 79014, United States DESCRIPTION: Selling used items on ebay. 6) SHERI HENSLEY INSURANCE POSITION: Owner NATURE: sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2010 ADDRESS: 10400 County Road 23, Canadian TX 79014, United States DESCRIPTION: Selling crop insurance to area farmers and ranchers. 7) MOORE FINANCIAL MANAGEMENT POSITION: owner NATURE: This is the DBA for my financial planning practice. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/02/2005 ADDRESS: 10400 County Road 23, Canadian TX 79014, United States DESCRIPTION: Financial Planning practice helping clients meet financial goals. 8) BACK TO THE GARDEN, INC POSITION: Owner NATURE: 501c3 Corporation. Retreat center for religious purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 05/01/2003 ADDRESS: 10400 County Road 23, Canadian TX 79014, United States DESCRIPTION: Provide location and hospitality services for retreat participants. 9) MOORE KIDS, LLC POSITION: Treasurer/Owner NATURE: Family owned LLC for investment opportunities. Am part owner and the treasurer.. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/19/2010 ADDRESS: 10400 County Road 23, Canadian TX 79014, United States DESCRIPTION: Owner and accountant/treasurer for the LLC. 10) SHERI LYNN HENSLEY POSITION: Manager NATURE: LLC--Bailey Premier Publishing INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 07/15/2024 ADDRESS: 313 Main, PMB 326, Canadian TX 79014, United States DESCRIPTION: Creating ebooks or audio books and publishing them on Amazon for sale.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-31
S63 Uniform Securities Agent State Law Examination 1990-12-04
  • S65 Uniform Investment Adviser Law Examination
    1999-12-31
  • S63 Uniform Securities Agent State Law Examination
    1990-12-04

View on SEC IAPD

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