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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-07 |
| FL | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jhfn Sii | Wesley Chapel | FL | 03/2013 | 11/2018 |
| Osaic Wealth, Inc. | Wesley Chapel | FL | 11/2018 | Present |
1. PLATINUM FINANCIAL GROUP POSITION: Investment Advisory Rep conducts investment advisory, securities, and insurance business under this business name. NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2012 ADDRESS: 2130 Ashley Oaks Cir Ste 101 Wesley Chapel FL 33544 DESCRIPTION: Sales/marketing of securities, investment advisory, and insurance products. 2. PLATINUM FINANCIAL GROUP POSITION: Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2012 ADDRESS: 2130 Ashley Oaks Cir Ste 101 Wesley Chapel FL 33544 DESCRIPTION: Sales/marketing of fixed annuities and non-variable insurance, including life and health.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-01-08 |
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