Melchor Elvie Muzkiz

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 11/2018
  Signator Investors, Inc.
  Addison, TX
• 03/1991 → Present
  Melchor Muzkiz, Cpa
  Garland, TX
• 11/2018 → Present
  Royal Alliance Associates, Inc.
  Garland, TX

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Carmel, IN
  Garland, TX
  Addison, TX
• 1995-07-03 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Addison, TX
  Garland, TX
  Carmel, IN
  Plano, TX

Other Businesses

1. MASTER NETWORKS POSITION: member NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 8 START DATE: 10/07/2017 ADDRESS: 5540 Granite Pkwy 200, Plano TX 75024, United States DESCRIPTION: Attend meetings Meet other business owners to discuss business referral opportunities. 2. MEL MUZKIZ INSURANCE POSITION: Owner / Insurance Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 10/02/1992 ADDRESS: 15150 Preston Rd Ste 300, Dallas TX 75248, United States DESCRIPTION: Service existing fixed insurance and annuity accounts Prospect, present, close, take applications on new fixed insurance and annuities 3. PEACOCK MILITARY ACADEMY ALUMNI ASSN POSITION: Board Member NATURE: Non Profit Alumni Association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2017 ADDRESS: 900 Montreux Ave, Colleyville TX 76043, United States DESCRIPTION: Attend Board Meetings 4. MEL MUZKIZ TAX PREPARATION & BUSINESS CONSULTING POSITION: CPA Tax Preparer Business Consult NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 40 START DATE: 09/30/1985 ADDRESS: 15150 Preston Rd Ste 300, Dallas TX 75248, United States DESCRIPTION: Engage Prospects to hire me for: Prepare tax returns Tax Planning & Advice Data Processing Business Management and Consulting 5. RENTAL PROPERTIES POSITION: Owner NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/30/1990 ADDRESS: 1405 Briar Hollow, Garland TX 75043, United States DESCRIPTION: Owner / Active Manager advertise when vacant show properties Obtain applications and screen tenants Monitor rent collections Manage repair contractors Buy / Sell properties

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-07-20

Designations

• Certified Financial Planner