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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
2435 N. Central Expressway Suite 1020, Richardson, TX 75080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Richardson | TX | 02/2014 | 11/2023 |
| Osaic Wealth, Inc. | Richardson | TX | 11/2023 | Present |
1. TAYLOR SHEA - INSURANCE POSITION: Agent NATURE: Fixed and Traditional Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2014 ADDRESS: 2435 N. Central Expressway, Suite 1020, Richardson TX 75080, United States DESCRIPTION: Fixed and Traditional Insurance sales 2. SHEA WEALTH MANAGEMENT POSITION: Registered Assistant NATURE: Sole Proprietorship? INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/05/2014 ADDRESS: 2435 N Central Expressway, Suite 1020, Richardson TX 75080, United States DESCRIPTION: Para Planning, data entry, CRM data systems, financial planning software, print, preparing, submitting forms and reports,clerical and administrative duties?, client intake of client data gathering, trading, distributions, marketing,compliance?. 3. FORE CULTURE POSITION: Owner NATURE: I set up an LLC for pass through taxes. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2023 ADDRESS: 520 Shoreline Street, Plano TX 75075, United States DESCRIPTION: Owner and operator of Fore Culture, a men's golf apparel company. My duties include product design, sourcing, vendor management, inventory, website operations, marketing, sales, customer service, order fulfillment, bookkeeping, and overall business strategy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-04 |
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