Samuel Wilson Watters

Current Employers

Employment History

• 12/2002 → 01/2024
  Woodbury Financial Services
  Orange, TX
• 01/2024 → Present
  Osaic Wealth, Inc.
  Orange, TX

Previous Registrations

• 2002-12-20 → 2024-01-19
  Woodbury Financial Services, Inc.
  Orange, TX
  Orange, TX
• 1994-08-01 → 2002-12-09
  Equitable Advisors, Llc
  Orange, TX

Other Businesses

1)SAMUEL W WATTERS; NONINV RELATED; 4001 OLD HWY 90 ORANGE,TX 77630; GROUP INS; OWNER; 01/01/1995; 10HR/MON; 2HR/MON; APPOINTED WITH VARIOUS INSURANCE COMPANIES SUCH AS BLUE CROSS, AETNA, UNITED HEALTHCARE, ETC. FOR THE GROUP INS. APPOINTED WITH OHIO NATIONAL AND MTL FOR WHOLE LIFE AND TERM LIFE. 2)RENTAL HOME. MY WIFE RENTS A HOME FOR INCOME THAT WE HAVE OWNED FOR ABOUT 8 YEARS. THIS HOME WAS PREVIOUSLY OCCUPIED BY A FAMILY MEMBER; NON INV REL; 4001 W PARK AVE ORANGE, TX 77630; RENTAL OF A HOME, MY WIFE MANAGES THIS; I HAVE NO ROLE IN THIS OTHER THAN WE ARE JOINT OWNERS; 1/1/2012; 0HR/MO; 0HR/MO; NO DUTIES. 3)PAPER FOR WATER POSITION: Board member NATURE: Non profit 501(c)(3) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2015 ADDRESS: 5606 Vickery Blvd, Dallas TX 75206 DESCRIPTION: Attend quarterly board meetings, participate in discussion. 4)THE WATTERS FINANCIAL GROUP (THEWATTERSFINANCIALGROUP.COM) & WATTERS INSURANCE (WATTERSINSURANCE.COM) POSITION: Independent Investment Advisor & CFP NATURE: wattersfinancialgroup.com & wattersinsurance.com are web addresses that take you to our website hosted by FMG INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/21/2019 ADDRESS: 4001 W Park Ave, Orange TX 77630-1757, United States DESCRIPTION: Review of website and correspondence

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-01
• S63 Uniform Securities Agent State Law Examination
  1994-07-29

Designations

Other Names

• Samuel W Watters