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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | San Antonio | TX | 11/2012 | 12/2016 |
| Various Insurance Carriers For W&R Insurance Agencies | San Antonio | TX | 11/2012 | 12/2016 |
| The Bob Bass Band | San Antonio | TX | 03/2007 | Present |
| Jhfn Sii | San Antonio | TX | 12/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | San Antonio | TX | 11/2018 | Present |
1. PLATINUM WEALTH SOLUTIONS OF TEXAS LLC FIXED INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 12/02/2016 ADDRESS: 3522 Paesanos Parkway Ste 100, San Antonio TX 78231, United States DESCRIPTION: Sales / Marketing of fixed annuities and non variable insurance 2. PLATINUM WEALTH SOLUTIONS OF TEXAS LLC POSITION: Investment Advisor Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/02/2016 ADDRESS: 3522 Paesanos Parkway Ste 100, San Antonio TX 78231, United States DESCRIPTION: Sales/Marketing of securities, investment advisory and insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-20 |
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