Paul Klement

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-06-14

TX RA
APPROVED

Since 2024-06-14

Branch Locations

Dallas, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Securities America Inc	Dallas	TX	04/2016	06/2024
Securities America Advisors	Dallas	TX	04/2016	06/2024
Osaic Wealth, Inc.	Dallas	TX	06/2024	Present
Osaic Wealth, Inc.	Dallas	TX	06/2024	Present

04/2016 → 06/2024

Securities America Inc

Dallas, TX
04/2016 → 06/2024

Securities America Advisors

Dallas, TX
06/2024 → Present

Osaic Wealth, Inc.

Dallas, TX
06/2024 → Present

Osaic Wealth, Inc.

Dallas, TX

Previous Registrations

2016-04-22 → 2024-06-14

Securities America Advisors, Inc.

Dallas, TX

Dallas, TX
2010-04-19 → 2016-04-25

Edward Jones

Dallas, TX

Dallas, TX

Plano, TX

St Louis, MO

Other Businesses

Navigation Financial Group Position: General Lines Agent - Nature: Navigation Financial Group - Investment Related: Yes - Hours: 3 - Securities Trading Hours: 2 - Start Date: 7/2010 - Address: 15770 North Dallas Parkway, 650, Dallas TX 75248

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-04-16

S66 Uniform Combined State Law Examination

2010-04-16

View on SEC IAPD