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Timothy Paul Anselmi

Osaic Wealth, Inc.

Tomball, TX

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-09
TX RA APPROVED 2025-01-24
  • FL RA
    APPROVED
    Since 2025-05-09
  • TX RA
    APPROVED
    Since 2025-01-24

Branch Locations

25420 Kuykendahl Road Unit #C300, Tomball, TX 77375 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Advisors Tomball TX 07/2008 01/2025
Osaic Wealth, Inc. Tomball TX 01/2025 Present
  • 07/2008 → 01/2025
    Lincoln Financial Advisors
    Tomball, TX
  • 01/2025 → Present
    Tomball, TX
Previous Registrations
  • 2008-08-04 → 2025-01-24
    Osaic Fa, Inc.
    Tomball, TX
    Houston, TX
  • 2008-02-14 → 2008-06-24
    Curian Capital, Llc
    Denver, CO
Other Businesses

1) TIMOTHY ANSELMI 25420 KUYKENDAHL ROAD, UNIT #C300 TOMABALL, TX 77375 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SELLS PROPERTY AND CASUALTY INSURANCE. START DATE: 08/2008 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10. 2) QUEST AGENCY WEALTH MANAGEMENT POSITION: Agent NATURE: Marketing name for our business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 200 START DATE: 08/27/2008 ADDRESS: 25420 Kuykendahl Rd, C300, Tomball TX 77375, United States DESCRIPTION: Marketing name of our financial advising practice. 3) SUNBELT FINANCIAL LLC POSITION: Owner NATURE: We are using the LLC to hire non registered staff (clerical). No business will be conducted through here. Only paying office expenses and payroll for non registered staff. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2014 ADDRESS: 25420 Kuykendahl Rd, Suite C300, Tomball TX 77375, United States DESCRIPTION: I will pay office expenses and payroll. No other activities will be conducted.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-13
  • S66 Uniform Combined State Law Examination
    2008-02-13
Other Names
  • Tim Anselmi

View on SEC IAPD

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