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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-21
  • TX RA
    APPROVED
    Since 2023-11-21

Branch Locations

750 East Mulberry Ave, San Antonio, TX 78212 • 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
OrganizationCityStateFromTo
L.K. Jordan & Associates San Antonio TX 06/2022 07/2022
Affcu San Antonio TX 07/2022 Present
Infinex Investments San Antonio TX 07/2022 Present
Northwestern University Residential Services Evanston IL 08/2016 06/2017
Northwestern University Office Of Undergraduate Admissions Evanston IL 04/2016 08/2017
Unemployed San Antonio TX 01/2019 06/2022
Schooling Evanston IL 09/2013 12/2018
  • 06/2022 → 07/2022
    L.K. Jordan & Associates
    San Antonio, TX
  • 07/2022 → Present
    Affcu
    San Antonio, TX
  • 07/2022 → Present
    Infinex Investments
    San Antonio, TX
  • 08/2016 → 06/2017
    Northwestern University Residential Services
    Evanston, IL
  • 04/2016 → 08/2017
    Northwestern University Office Of Undergraduate Admissions
    Evanston, IL
  • 01/2019 → 06/2022
    Unemployed
    San Antonio, TX
  • 09/2013 → 12/2018
    Schooling
    Evanston, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-20
  • S66 Uniform Combined State Law Examination
    2023-11-20

View on SEC IAPD

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