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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-04 |
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
18333 Egret Bay Boulevard Suite 600, Houston, TX 77058 • United States
18333 Egret Bay Boulevard Suite 600, Houston, TX 77058 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-09-04 |
| LA | RA | APPROVED | 2018-01-23 |
| CO | RA | APPROVED | 2017-11-16 |
| FL | RA | APPROVED | 2017-10-09 |
| TX | RA | APPROVED | 2017-02-09 |
Branch Locations
18333 Egret Bay Boulevard Suite 600, Houston, TX 77058 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Houston | TX | 11/1982 | 11/2023 |
| Texas Wealth Management, Inc. | Houston | TX | 07/1982 | 12/2017 |
| Texas Wealth Management, Llc | Houston | TX | 12/2016 | Present |
| Osaic Wealth, Inc. | Houston | TX | 11/2023 | Present |
1) TEXAS WEALTH MANAGEMENT, LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 70 START DATE: 01/01/2017 ADDRESS: 18333 Egret Bay Blvd., Suite 600, Houston TX 77058, United States DESCRIPTION: Financial Planning 2) MAUI VACATION RENTAL POSITION: Owner of Condo NATURE: Rent out vacation condo INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 ADDRESS: 115 N Kihei Rd, Kihei HI 96753, United States DESCRIPTION: Owner of a condo? 3) MICHAEL HESSE INSURANCE POSITION: Insurance Producer NATURE: Michael Hesse is an insurance producer involved in selling insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 04/21/1982 ADDRESS: 18333 Egret Bay Blvd,, Suite 600, Houston TX 77058, United States DESCRIPTION: Insurance producer involved in selling insurance 4) STEVEJO, LLC POSITION: Managing Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 ADDRESS: 18333 Egret Bay Blvd, suite 600, houston TX 77058, United States DESCRIPTION: SteveJo LLC owns a tract of raw land. The city offered to make a one time payment to SteveJo to use the land to store city equipment while working on the streets etc. 5) OSAIC WEALTH INC POSITION: Registered Representative and Investment adviser representative NATURE: INC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/2023 Registered Representative and Advisory Representative of Osaic Wealth Inc an SEC Registered investment advisory firm and FINRA member broker dealer. Clients may choose to engage Mr. Hesse in his individual capacity to implement investment recommendations as a registered representative of Osaic Wealth on a commission basis and/or as an advisory representative of Osaic Wealth on a fee basis. ADDRESS: 18333 Egret Bay Blvd Suite 600 Houston, Texas 77058 / Headquarters: 18700 N. Hayden Rd., Ste. 255 Scottsdale, AZ 85255
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-05-07 |
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