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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-09 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
25420 Kuykendahl Road Unit #C300, Tomball, TX 77375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Tomball | TX | 07/2008 | 01/2025 |
| Osaic Wealth, Inc. | Tomball | TX | 01/2025 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-13 |
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