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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-09-01 |
| AR | RA | APPROVED | 2023-09-01 |
| CA | RA | APPROVED | 2023-09-01 |
| FL | RA | APPROVED | 2023-09-01 |
| GA | RA | APPROVED | 2023-09-01 |
| ID | RA | APPROVED | 2023-09-01 |
| IN | RA | APPROVED | 2023-09-01 |
| IA | RA | APPROVED | 2023-09-01 |
| LA | RA | APPROVED | 2023-09-01 |
| MD | RA | APPROVED | 2023-09-01 |
| MN | RA | APPROVED | 2023-09-01 |
| MO | RA | APPROVED | 2023-09-01 |
| NH | RA | APPROVED | 2023-09-01 |
| NM | RA | APPROVED | 2023-09-01 |
| NC | RA | APPROVED | 2023-09-01 |
| OH | RA | APPROVED | 2023-09-01 |
| OK | RA | APPROVED | 2023-09-01 |
| SC | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED | 2023-09-01 |
| WV | RA | APPROVED | 2023-09-01 |
Branch Locations
540 Silicon Drive Suite 103, Southlake, TX 76092 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homans And Assoc | Hurst | TX | 05/1991 | Present |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Southlake | TX | 09/2023 | Present |
1. HOMANS & ASSOCIATES POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 06/01/1991 ADDRESS: 540 Silicon Drive, Suite 103, Southlake TX 76092, United States DESCRIPTION: Tax Preparation 2. HOMANS & ASSOCIATES WEALTH MANAGEMENT LLC POSITION: President NATURE: LLC, S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2017 ADDRESS: 540 Silicon Drive, Suite 103, Southlake TX 76092, United States DESCRIPTION: Officer and Shareholder 3. INVESTMENT PROPERTY POSITION: Owner of property NATURE: Sole Proprietor - Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 3820 Wimbleton Court, Bedford TX 76021, United States DESCRIPTION: I utilize a Property Management Company - Century 21 to lease this property I communicate with the tenant as needed to verify all repairs are done I communicate with Century 21 to approve repairs 4. GLORIA HOMANS POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/01/1978 ADDRESS: 540 Silicon Drive, Suite 103, Southlake TX 76092, United States DESCRIPTION: Meet with clients to discuss their insurance needs. Sell life, disability, LTC, Medicare Supplements. I only use providers that are associated with Osaic Inc. or work with Osaic Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1980-07-28 |
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