Landon Allen Marx

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → 07/2018
  Fidelity Brokerage Services
  Westlake, TX
• 07/2018 → 10/2018
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 10/2018 → 11/2018
  Personal Real Estate Transactions
  League City, TX
• 12/2018 → 01/2024
  Lpl Financial, Llc
  League City, TX
• 01/2024 → Present
  Osaic Wealth Inc
  League City, TX

Previous Registrations

• 2018-12-11 → 2024-02-09
  Lpl Financial Llc
  League City, TX
  Cypress, TX
  League City, TX
• 2018-07-13 → 2018-11-23
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2006-03-09 → 2018-07-13
  Strategic Advisers Llc
  Houston, TX
  Webster, TX
  Houston, TX
  Friendswood, TX
  Friendswood, TX

Other Businesses

1. THIRD COAST WEALTH MANAGEMENT POSITION: President/Chief Financial Advisor NATURE: S Corp in the state of Texas INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 170 START DATE: 12/08/2018 ADDRESS: 2600 South Shore Blvd Suite 300, League City TX 77573, United States DESCRIPTION: Third Coast Wealth Management is the DBA for my securities business processed through Osaic wealth and traditional insurance business. 2. FUGAZI POSITION: President NATURE: ownership of commercial property INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 07/14/2018 ADDRESS: 2875 Casciano Ct, League City TX 77573, United States DESCRIPTION: operate and manage comerical property with partner in Fugazi LTD LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-22
• S63 Uniform Securities Agent State Law Examination
  1996-03-07

Designations

• Certified Financial Planner

Other Names

• Landon Allen Marx
• Landon Allen Marx