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2412 Irwin Street, Melbourne, FL 32901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-30 |
Branch Locations
25511 Budde Rd Suite 1501, The Woodlands, TX 77380 • United States
2412 Irwin Street, Melbourne, FL 32901 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | The Woodlands | TX | 10/2014 | 06/2024 |
| Securities America Advisors | The Woodlands | TX | 10/2014 | 06/2024 |
| Osaic Wealth, Inc. | The Woodlands | TX | 06/2024 | Present |
THE CYNTHIA WOODS MITCHELL PAVILION POSITION: Security Supervisor NATURE: Lead Security Supervisor at concert venue in The Woodlands INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2001 ADDRESS: 2005 Lake Robbins Drive, The Woodlands TX 77380 DESCRIPTION: Supervise venue security employees, venue guest relationships and performers during performances INSURANCE SALES AGENT POSITION: agent/advisor NATURE: 3) INSURANCE SALES - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2014 ADDRESS: 25301 Borough Park Dr., Suite 201, The Woodlands TX 77380 DESCRIPTION: Meet with existing clients and prospects to review goals, needs, time horizon, risk and existing investments. If insurance options are a need and/or appropriate based on clients needs then we look at various insurance products in an effort to meet those needs. DBA - ReyMar Wealth Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-12-01 |
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