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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
62 Main Street Suite 110, Colleyville, TX 76034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Addison | TX | 06/2007 | 01/2025 |
| Osaic Wealth, Inc. | Colleyville | TX | 01/2025 | Present |
1. PLANO YOUTH SOCCER ASSOCIATION, 14332 MONFORT DR. 3407 DALLAS, TX 75254 CATEGORY: INSTRUCTOR, COACH OR OFFICIAL INVESTMENT-RELATED: NO TITLE: OFFICIAL DUTIES: ASSIGN SOCCER REFEREES TO REFEREE GAMES IN THE PLANO LABOR DAY TOURNAMENT. START DATE: 8/31/2002 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 0 2. JOHN NAVARRO, III, 62 MAIN STREET, SUITE 110, ADDISON, TX 76034 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT AND HEALTH, DISABILITY, AND TRADITIONAL LIFE INSURANCE; FIXED AND EQUITY-INDEXED ANNUITIES; HEALTH SAVINGS ACCOUNTS; AND LIFE SETTLEMENTS. START DATE: 07/01/07 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 3. John Navvaro III, 4109 Furneaux Lane Carrollton, TX Category: Sport official Investment-Related: No Title: Referee Assignor Duties: Help organize soccer referees for a weekend youth soccer tournament in March and August. Start Date: 3/2016 Hours per month: 10 Hours per month during trading hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-27 |
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