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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Investment Centers Of America | Tyler | TX | 12/2013 | 11/2017 |
| Lpl Financial Llc | Whitehouse | TX | 11/2017 | 04/2021 |
| Securities America, Inc. | Tyler | TX | 05/2021 | 06/2024 |
| Securities America Advisors | Tyler | TX | 05/2021 | 06/2024 |
| Osaic Wealth, Inc. | Tyler | TX | 06/2024 | Present |
DBA: Navigation Financial Group SSA POSITION: Investment Advisor NATURE: Securities of America Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 06/15/2021 ADDRESS: 2096 Three Lakes Pkwy, Suite 2, Tyler TX 75703, United States DESCRIPTION: provide Advisory to clients INSURANCE SALES POSITION: Provide insurance sales to clients NATURE: Securities Of AmericaInsurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 8 START DATE: 06/15/2021 ADDRESS: 2096 Three Lakes Pkwy, Suite 200, Tyler TX 75703, United States DESCRIPTION: insurance Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-29 |
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