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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 |
|---|---|---|---|---|
| Securities America Inc | Bryan | TX | 02/2016 | 06/2024 |
| Securities America Advisors | Bryan | TX | 02/2016 | 06/2024 |
| Osaic Wealth, Inc. | Bryan | TX | 06/2024 | Present |
| Osaic Wealth, Inc. | Bryan | TX | 06/2024 | Present |
1. FRIES FINANCIAL SERVICES POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/15/2016 ADDRESS: 108 North Ave E, Bryan TX 77801, United States DESCRIPTION: Through Fries Financial Services, insurance products are offered to clients. Term Life and Permanent Life Insurance that may supplement their retirement goals. All life insurance policies are processed through Highland Capital Brokerage. 2. SECURITIES AMERICA ADVISORS POSITION: IAR NATURE: Securities America Advisors - Position: IAR - Nature: Investment advisory services - Investment Related: Yes - Start Date: 2/2016 - Address: 108 North Ave E, Bryan TX 77801 INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 160 START DATE: 02/01/2016 ADDRESS: 108 North Ave E, Bryan TX 77801, United States DESCRIPTION: Investment advisory services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-19 |
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