Jeremiah Pizana

Current Employers

Employment History

• 07/2016 → 07/2017
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2016 → 07/2017
  Cetera Investment Advisors
  Schaumburg, IL
• 06/2016 → 06/2022
  Libertycrown Financial
  San Marcos, TX
• 07/2017 → 04/2025
  Osaic Wealth, Inc.
  San Marcos, TX
• 05/2021 → 02/2022
  Integrated Financial Planning Center
  Austin, TX
• 01/2019 → 06/2022
  Libertycrown Financial Planning Llc
  San Marcos, TX
• 11/2017 → 06/2022
  Cfo Services
  San Marcos, TX
• 07/2017 → 04/2025
  Osaic Wealth, Inc.
  San Marcos, TX
• 05/2025 → 08/2026
  Kestra Investment Services, Llc
  New Braunfels, TX
• 05/2025 → 08/2026
  Kestra Advisory Services, Llc
  New Bruanfels, TX
• 08/2026 → Present
  Osaic Wealth Inc
  Wimberley, TX

Previous Registrations

• 2025-05-06 → 2026-08-07
  Kestra Advisory Services, Llc
  Austin, TX
  New Braunfels, TX
• 2017-07-06 → 2025-05-08
  Osaic Wealth, Inc.
  San Marcos, TX
  San Marcos, TX
  Scottsdale, AZ
  San Antonio, TX
  Austin, TX
  New Braunfels, TX
• 2022-02-25 → 2022-06-07
  Libertycrown Financial Planning Llc
  San Marcos, TX
• 2021-05-20 → 2022-03-14
  Integrated Financial Planning Center, Llc
  San Marcos, TX
  Austin, TX
• 2016-07-20 → 2017-07-06
  Cetera Investment Advisers Llc
  San Marcos, TX
• 2015-10-19 → 2016-06-24
  Mml Investors Services, Llc
  San Marcos, TX
  San Antonio, TX
  San Marcos, TX

Other Businesses

1. LIBERTYCROWN FINANCIAL LLC POSITION: Member NATURE: The Main entity all my business GDC and expenses is ran through. The business is an LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 11/27/2017 ADDRESS: 13900 RR 12, Ste 202, Wimberley TN 78676, United States DESCRIPTION: Operates business as part of my business. I take a salary from the business once my GDC runs through it 2. TRINITY OAK WEALTH -FIXED INSURANCE POSITION: Principal NATURE: My handle fixed insurance which is use LibertyCrown Financial DBA Trinity Oak Wealth Partners. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/05/2025 ADDRESS: 13900 RR 12, Ste 202, Wimberley TX 78676, United States DESCRIPTION: provided fix insurance options for my clients 3. DBA TRINITY OAK WEALTH PARTNERS POSITION: Principal NATURE: This is my marketing name I used for my business. The business is LibertyCrown Financial LLC DBA Trinity Oak Wealth Partners. Trinity Oak Wealth Partners is my branding name used market to the public INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/05/2025 ADDRESS: 13900 RR 12, Ste 202, Wimberley TX 78676, United States DESCRIPTION: Owner and operator of the DBA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-10-05
• S63 Uniform Securities Agent State Law Examination
  2015-05-21