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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
5801 Marvin D Love Fwy Suite 307, Dallas, TX 75237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Dallas | TX | 10/2011 | 01/2025 |
| Osaic Wealth, Inc. | Dallas | TX | 01/2025 | Present |
1) E LAWRENCE SMITH CEDAR HILL, TX 75104 CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: CO-OWNS RENTAL PROPERTY; COLLECTS RENT. START DATE: 07/01/2020 HOURS PER MONTH: 3 HOURS PER MONTH DURING TRADING HOURS: 0 2) ELS VISION WEALTH MANAGEMENT, PLLC POSITION: President NATURE: PLLC, Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/22/2018 ADDRESS: 5801 Marvin D. Love Freeway Suite 307, Suite 307, Dallas TX 75237, United States DESCRIPTION: Life Insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-20 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-15 |
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