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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 | 07/2016 | 06/2024 |
| Securities America Advisors | Bryan | TX | 07/2016 | 06/2024 |
| Osaic Wealth, Inc. | Bryan | TX | 06/2024 | Present |
| Osaic Wealth, Inc. | Bryan | TX | 06/2024 | Present |
1. INVESTMENT ADVISORY SERVICES POSITION: Chief Investment Strategist NATURE: Securities America Advisors - Position: IAR - Nature: Investment Advisory Services - Investment Related: Yes - Start Date: 7/2016 - Address: 108 E. North Avenue, Bryan TX 77801 INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 07/13/2016 ADDRESS: 108 E. North Avenue, Bryan TX 77801, United States DESCRIPTION: I serve as the Chief Investment Strategist for our firm which includes analyzing and researching investments, creating and updating model portfolios for our discretionary accounts, analyzing macroeconomic data to determine which asset classes to overweight and underweight, attending conference calls and webinars hosted by asset management firms to stay current on the latest data, meeting with internal and external wholesalers from asset management firms to stay up-to-date on investment products, reading investment outlook reports published by asset management firms to see different perspectives, etc. 2. FRIES FINANCIAL SERVICES, LLC POSITION: Insurance agent NATURE: Insurance sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/11/2016 ADDRESS: 108 E. North Avenue, Bryan TX 77801, United States DESCRIPTION: I am an employee of Fries Financial Services, LLC (which is a full-service company specializing in retirement planning and estate conservation), and my title is Chief Investment Strategist.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-04 |
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