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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-31 |
Branch Locations
8000 Ih 10 W Ste 1014, San Antonio, TX 78230 • 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 |
|---|---|---|---|---|
| Credit Human Federal Credit Union | San Antonio | TX | 02/2004 | 01/2025 |
| Cuso Financial Services, Lp | San Diego | CA | 02/2004 | 01/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 01/2025 | Present |
1) NAME OF THE OTHER BUSINESS:First Presbyterian Church INVESTMENT- RELATED:No ADDRESS OF THE OTHER BUSINESS:San Antonio, TX YOUR POSITION OR TITLE:Trustee NATURE OF THE OTHER BUSINESS:Volunteer START DATE:1/26/2018 APPROXIMATE NUMBER OF HOURS/MONTH:1 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:1 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:Trustee of a corporate entity. Handle risk assessment for the church and property transactions. COMPENSATION :No
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-20 |
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