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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-28 |
Branch Locations
5801 Marvin D Love Fwy Suite 307, Dallas, TX 75237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Allen | TX | 10/2013 | 07/2022 |
| Primerica Financial Services | Allen | TX | 11/2012 | 01/2024 |
| National Life Group | Addison | TX | 12/2021 | 12/2022 |
| Equity Services Inc | Montpelier | VT | 09/2022 | 12/2022 |
| Pfs Investmetns Inc. | Allen | TX | 09/2023 | 01/2024 |
| Three Oaks Hospice | Dallas | TX | 01/2023 | 01/2024 |
| Alderson Auto Group | Lubbock | TX | 09/2018 | 03/2019 |
| Covenant Medical Group | Lubbock | TX | 04/2019 | 11/2021 |
| Lincoln Financial Advisors Corporation | Dallas | TX | 01/2024 | 01/2025 |
| Osaic Wealth, Inc. | Dallas | TX | 01/2025 | Present |
1)Mario Walker 1029 Hawthorne Rd Anna, TX 75409 CATEGORY: RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: RENTAL PROPERTY START DATE: 8/2015 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 2) ELS VISION WEALTH MANAGEMENT 5801 MARVIN D LOVE FWY SUITE 307 DALLAS, TX 75237 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: SALE AND SERVICE OF EQUITY INDEXED ANNUITIES, TRADITIONAL LIFE INSURANCE, AND FIXED ANNUITIES START DATE: 1/8/2024 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-11-16 |
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