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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 |
|---|---|---|---|---|
| Lpl Financial Llc | Charlotte | NC | 10/2012 | 05/2018 |
| Eecu Credit Union | Weatherford | TX | 10/2012 | 05/2018 |
| Securities America, Inc. | Godley | TX | 05/2018 | 06/2024 |
| Securities America Advisors | Godley | TX | 05/2018 | 06/2024 |
| Osaic Wealth, Inc. | Godley | TX | 06/2024 | Present |
| Osaic Wealth, Inc. | Godley | TX | 06/2024 | Present |
1. Insurance Sales Position: Advisor Nature: Insurance/Annuity Sales within Securities America business Investment Related: Yes Hours: 10 Securities Trading Hours: 1 Start Date: 05/18/2018 Address: 8700 COUNTY ROAD 913, GODLEY, TX 76044 2. SCALING ROSE READ PROPERTIES LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2021 ADDRESS: 8700 CR 913, Godley TX 76044, United States DESCRIPTION: This is an LLC we set up to put property in that my Mom inherited. When she passed away, the interest in the LLC's went to my sister and me. 3. SCALING ROSE READ ENTERPRISES LLC POSITION: Partner NATURE: LLC. This LLC was set up years ago to hold mineral rights on property that my Mom inherited. When she passed away the ownership of the LLC went to my sister and me. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2021 ADDRESS: 8700 CR 913, Godley TX 76044, United States DESCRIPTION: I really have no duties. This LLC simply holds mineral rights on our property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-09 |
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