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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Houston | TX | 07/2008 | 01/2025 |
| Osaic Wealth, Inc. | Houston | TX | 01/2025 | Present |
1) ADVISORS FINANCIAL GROUP, 16219 VILLA FONTANA WAY, HOUSTON, TX CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER ACCIDENT INSURANCE, FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE, LONG TERM CARE INSURANCE START DATE: 6/2015 HOURS PER MONTH: 50 HOURS PER MONTH DURING TRADING HOURS: 40 2) LEONARD W. WARNER, JR., 16219 VILLA FONTANA WAY, HOUSTON, TX CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFER HEALTH, DISABILITY, LONG-TERM CARE AND TRADITIONAL LIFE INSURANCE; FIXED AND INDEXED ANNUITIES START DATE: 12/2022 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 3 3) LEONARD WARNER, 16219 VILLA FONTANA WAY, HOUSTON, TX CATEGORY: LIFE SETTLEMENTS INVESTMENT RELATED: YES TITLE: SELF DUTIES: CONNECTING CLIENT TO LIFE SETTLEMENT BROKER START DATE: 3/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 4) ADVISORS FINANCIAL GROUP POSITION: Agent NATURE: Sell life insurance, annuity, long term care, and other fixed products INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 06/20/2015 ADDRESS: 16219 Villa Fontana Way, Houston TX 77068, United States DESCRIPTION: Offer insurance and annuity contracts to clients
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-06-09 |
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