Barbara Jo Ray

Current Employers

Employment History

• 12/1987 → 11/2023
  Fsc Securities Corporation
  Houston, TX
• 11/2023 → Present
  Osaic Wealth, Inc.
  Houston, TX

Previous Registrations

• 1987-12-07 → 2023-11-03
  Fsc Securities Corporation
  Houston, TX

Other Businesses

1. BARBARA J. RAY, CFP POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 3 START DATE: 03/01/1991 ADDRESS: 2537 South Gessner Road, Suite 134, Houston TX 77063, United States DESCRIPTION: Prepare income tax returns -- individuals, trusts, estates. - Started in 1991 -Each year from March 1st to April 15th spend approximately 50% of time preparing tax returns. Between April 15th and October 15th minimal time completing tax returns that filed an extension. Accounting and bookkeeping services using QuickBooks - Started in 2015 2. BARBARA J. RAY, CFP POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2000 ADDRESS: 2537 South Gessner Road, Suite 134, Houston TX 77063, United States DESCRIPTION: Review Medicare, Medicare Supplements and Medicare Part D plans as requested by clients. 3. FIDUCIARY FOR DAVID B LECROY POSITION: Fiduciary NATURE: Executor of Will, Successor Trustee of Management Trust, POA upon disability or incapacity, Medical Power of Attorney. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/03/2022 ADDRESS: 10826 Riderwood Dr, Houston TX 77099, United States DESCRIPTION: Upon death or disability, will become Executor of Will and Successor Trustee.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-04-25

Designations