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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princor Financial Services Corp | Houston | TX | 11/2008 | 07/2017 |
| Texas Wealth Design | Houston | TX | 11/2008 | Present |
| Securities Service Network, Inc | Houston | TN | 07/2017 | 09/2020 |
| Ssn Advisory, Inc | Houston | TX | 07/2017 | 09/2020 |
| Securities America, Inc. | Houston | TX | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | Houston | TX | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Houston | TX | 06/2024 | Present |
| Osaic Wealth, Inc. | Houston | TX | 06/2024 | Present |
***TEXAS WEALTH DESIGN POSITION: Owner - Financial Advisor NATURE: Texas Wealth Design is simply a marketing name and DBA for the registered representative activities and advisory business that is completed at Securities America / SSN. We create financial plans, and assist clients in managing their investment assets and managing their financial risk associated with loss of life or income earning potential. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2008 ADDRESS: 4411 Lemac Dr, Houston TX 77096 DESCRIPTION: Texas Wealth Design is simply a marketing name and DBA for the registered representative activities and advisory business that is completed at Securities America / SSN. We create financial plans, and assist clients in managing their investment assets and managing their financial risk associated with loss of life or income earning potential. ***OPTIMUM PERSONAL CARE SUGARLAND I, LLC POSITION: None - Passive Investor NATURE: This is an assist living facility in Sugarland Tx. They are building another wing to the assisted living facility with new capital investment to fund the growth in the business. This is being offered as an UNREGISTERED SECURITY PURCHASE. I am an equity owner of the partnership. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2018 ADDRESS: 1110 Lakeview Dr, Sugarland TX 77478 DESCRIPTION: I have equity ownership of the assisting living facility. This is a passive ownership and I have no day to day duties or any involvement in the operations. ***TEXAS HEALTH DESIGN POSITION: Owner NATURE: Texas Health Design INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 50 START DATE: 11/01/2008 ADDRESS: 4411 Lemac Dr, Houston TX 77096 DESCRIPTION: We sell health insurance, disability, life, ltc insurance and ancillary insurance products (group dental and vision) to individuals and small employer groups. ***KEENER INVESTMENTS POSITION: None- Passive Investor NATURE: I am an investor in unregistered securities that purchase real estate - currently own 5 apartment complexes. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2018 ADDRESS: 1722 Heights Blvd, Houston TX 77008 DESCRIPTION: None, I am a passive investor in unregistered securities purchasing apartment complexes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-05 |
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