Best Investors Account Sign in

Gabriel Eduardo Klawa

Osaic Wealth, Inc.

Terrell, TX

Mesquite, TX

CRD 7613821

Claim This Profile
Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-06-11
  • TX RA
    APPROVED
    Since 2024-06-11

Branch Locations

Terrell, TX • United States

18601 Lbj Freeway Suite 140, Mesquite, TX 75150 • 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
Schumacher Carpentry Garland TX 08/2021 08/2022
Financial & Insurance Services Of Texas Mesquite TX 08/2022 Present
Unemployed/ Student - Full Time Student Sao Paulo 01/2013 08/2019
Unemployed/ Student - Full Time Student Plano TX 08/2019 08/2021
Osaic Wealth, Inc. Mesquite TX 07/2023 Present
  • 08/2021 → 08/2022
    Schumacher Carpentry
    Garland, TX
  • 08/2022 → Present
    Financial & Insurance Services Of Texas
    Mesquite, TX
  • 01/2013 → 08/2019
    Unemployed/ Student - Full Time Student
    Sao Paulo
  • 08/2019 → 08/2021
    Unemployed/ Student - Full Time Student
    Plano, TX
  • 07/2023 → Present
    Mesquite, TX
Other Businesses

Financial & Insurance Services of Texas Intern under Randolph Balch ( Registered Rep) 18601 Lbj Freeway, Suite 140 , Mesquite, TX 75150 Start Date: Aug 2022 till today. 24h/week - While going to college. Duties: Assist with admin duties for registered rep.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-08
  • S66 Uniform Combined State Law Examination
    2024-06-08

View on SEC IAPD

More in Terrell, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor