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Current Employers
Jmjrg, Inc. Dba Strategic Wealth Management Group

4466 S. Staples St. Suite 700, Corpus Christi, TX 78412 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-23
  • TX RA
    APPROVED
    Since 2025-05-23

Branch Locations

4466 S. Staples St. Suite 700, Corpus Christi, TX 78412 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Woodbury Financial Services Corpus Christi TX 04/2010 04/2020
Mutual Advisors, Llc. Casper WY 04/2020 07/2020
Oasis Wealth Advisors, Llc San Antonio TX 06/2020 Present
  • 04/2010 → 04/2020
    Woodbury Financial Services
    Corpus Christi, TX
  • 04/2020 → 07/2020
    Casper, WY
  • 06/2020 → Present
    Oasis Wealth Advisors, Llc
    San Antonio, TX
Previous Registrations
  • 2020-07-30 → 2024-03-18
    Corpus Christi, TX
    Corpus Christi, TX
    San Antonio, TX
  • 2020-04-30 → 2020-09-02
    San Antonio, TX
  • 2010-05-26 → 2020-05-04
    Woodbury Financial Services, Inc.
    Corpus Christi, TX
    Mckinney, TX
    Corpus Christi, TX
  • 2008-03-13 → 2010-03-10
    Cetera Investment Services Llc
    Corpus Christi, TX
  • 1991-04-04 → 2008-03-17
    Osaic Fa, Inc.
    Corpus Christi, TX
    Corpus Christi, TX
Other Businesses

1. Money Services, Inc., Start Date: 02/01/1980, 5830 McArdle, Ste. 204, Corpus Christi, TX 78412, Sub S, Real Estate local MLS Broker, Taxes, Bookkeeping for several entities, Contract Labor, Real Estate Transactions through local MLS Taxes, Reporting and Bookkeeping for several entities, Not Investment Related, 5 Hours per month, 0 Hours per day during trading hours. 2. Real Estate License dba Seaman Financial Services, LLC., Start Date: 01/01/2020, 5830 McArdle, Ste. 204, Corpus Christi, TX 78412, Real Estate Broker, 50% Partner with Spouse, 1 or 2 sales of residential properties per year, Not Investment Related, 5 Hours per month, 0 Hours per day during trading hours.

Designations

View on SEC IAPD

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