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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-06-14 |
| FL | RA | APPROVED | 2024-06-14 |
| NC | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
15770 N Dallas Parkway Suite 650, Dallas, TX 75248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Dallas | TX | 07/2003 | 06/2024 |
| Securities America Advisors, Inc. | Dallas | TX | 07/2003 | 06/2024 |
| Navigation Financial Advisors, Inc. | Dallas | TX | 03/1976 | Present |
| Osaic Wealth, Inc. | Dallas | TX | 06/2024 | Present |
| Osaic Wealth, Inc. | Dallas | TX | 06/2024 | Present |
1. NAVIGATION FINANCIAL POSITION: advisor NATURE: NAVAGATION FINANCIAL GROUP - INSURANCE SALES - AGENT - INVESTMENT RELATED - START DATE: 12/1996 - LOCATED AT 15770 N. DALLAS PARKWAY, SUITE 650, DALLAS, TX 75248 INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/01/1996 ADDRESS: 15770 N Dallas Pkwy, Ste 650, Dallas TX 75248 DESCRIPTION: advisor/agent 2. NAVIGATION FINANCIAL POSITION: Agent NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/15/1977 ADDRESS: 15770 N Dallas Parkway, Suite 650, DALLAS TX 75248-3307, United States DESCRIPTION: Assisting Clients with Life Insurance Needs
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-05-01 |
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