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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-29 |
| CT | RA | APPROVED | 2021-03-04 |
| KY | RA | APPROVED | 2021-01-12 |
| CA | RA | APPROVED | 2018-11-02 |
| GA | RA | APPROVED | 2018-11-02 |
| TX | RA | APPROVED | 2018-11-02 |
Branch Locations
Heber City, UT • United States
2338 N Loop 1604 West Suite 115, San Antonio, TX 78248 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Jhfn Sii | San Antonio | TX | 04/2012 | 11/2018 |
| Osaic Wealth, Inc. | San Antonio | TX | 11/2018 | Present |
1) PLATINUM WEALTH SOLUTIONS OF TEXAS - SCROGGINS ADVISORY STRATEGIES (INSURANCE) POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/09/2020 ADDRESS: 3522 Paesanos Parkway, Suite 100, San Antonio TX 78231, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE 2) PLATINUM WEALTH SOLUTIONS OF TEXAS - SCROGGINS ADVISORY STRATEGIES (SECURITIES) POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/09/2020 ADDRESS: 3522 Paesanos Parkway, Suite 100, San Antonio TX 78231, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 3) THE BEE SUITE POSITION: Creator NATURE: Consumer advocacy/community education. We strategize, collaborate and lend advice and experience to each other and others in our community in our respective fields. We meet weekly. I am the creator and visionary for this group. INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 04/08/2020 ADDRESS: 3522 Paesanos Parkway, Suite 100, San Antonio TX 78231, United States DESCRIPTION: Group of female professionals in our community. We strategize, collaborate and lend advice and experience to each other and others in our community in our respective fields. We meet weekly. I am the creator and visionary for this group. I propose thought provoking situations and ideas to the group to engage them and educate them in my expertise.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-20 |
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