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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
5702 South Staples Suite F-1, Corpus Christi, TX 78413 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gamco Financial & Insurance Services | Corpus Christi | TX | 05/2008 | Present |
| Lincoln Financial Securities Corporation | Corpus Christi | TX | 08/2008 | 01/2025 |
| Osaic Wealth, Inc. | Corpus Christi | TX | 01/2025 | Present |
1) GAMCO FINANCIAL & INSURANCE SERVICES, INC. 5702 SOUTH STAPLES SUITE F-1 CORPUS CHRISTI, TX 78411 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH INSURANCE, DISABILITY, FIXED ANNUITIES AND TRADITIONAL LIFE INSURANCE. START DATE: 03/01/1973 HOURS PER MONTH: 60 HOURS PER MONTH DURING TRADING HOURS: 60 2) GAMCO FINANCIAL & INSURANCE SEVICES, INC. POSITION: President NATURE: Corporation Sale of non-variable, non-indexed whole life, non-variable, non-indexed annuities and term life insurance. Lincoln National is now first choice for these products. I also sell health and dental insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/14/2003 ADDRESS: 5702 So Staples St, Suite F-1, Corpus Christi TX 78413, United States DESCRIPTION: Sell life insurance, annuities and health insurance. OBA does not offer variable nor indexed products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-02 |
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