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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-01-10 |
| TX | RA | APPROVED | 2018-11-02 |
Branch Locations
3522 Paesanos Parkway Suite 100, San Antonio, TX 78231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors Inc | San Antonio | TX | 06/2009 | 11/2018 |
| Osaic Wealth, Inc. | San Antonio | TX | 11/2018 | Present |
1. PLATINUM WEALTH SOLUTIONS OF TEXAS, LLC - SECURITIES POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2011 ADDRESS: 3522 Paesanos Parkway, Suite 100, San Antonio TX 78231, United States DESCRIPTION: sales/marketing of securities, Investment Advisory and insurance products. 2. PLATINUM WEALTH SOLUTIONS OF TEXAS, LLC - FIXED INSURANCE POSITION: Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 10/01/2011 ADDRESS: 3522 Paesanos Parkway, Suite 100, San Antonio TX 78231, United States DESCRIPTION: Sales/Marketing of Fixed annuities and non-variable Insurance 3. MICHIGAN FINANCIAL COMPANIES POSITION: Investment Advisor Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 11/01/2009 ADDRESS: 28411 Northwestern Hwy, Suite 1300, Southfield MI 48034, United States DESCRIPTION: I am advisor. I help Nick Valenti with new business and client service support. Help with training new advisors on processes and systems.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-23 |
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