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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-06 |
| NC | RA | APPROVED | 2024-08-05 |
| TX | RA | APPROVED | 2024-08-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2017 | 08/2024 |
| Patt Lobb Toyota Of Longview | Longview | TX | 07/2016 | 01/2017 |
| Osaic Wealth, Inc. | Longview | TX | 08/2024 | Present |
1. LELIA'S EVERYTHING LLC POSITION: Owner NATURE: LLC, CDFA I will consult on divorce cases. I will start doing this at the end of March. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2023 ADDRESS: 715 Saratoga Dr., Longview TX 75601, United States DESCRIPTION: I will be running a Divorce consulting business. I will meet with clients and go over their finances and help with asset division with them and their lawyer. At time I may be asked to attend mediations or court. 2. INSURANCE POSITION: Insurance Agent NATURE: N/A INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 07/01/2024 ADDRESS: 715 Saratoga Dr, Longview TX 75601, United States DESCRIPTION: I sell insurance products. 3. LELIA'S DYNASTY LLC POSITION: Owner NATURE: To run my expenses through and income through from osaic. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 715 Saratoga Dr., Longview TX 75601, United States DESCRIPTION: N/A - used for Tax purposes only. 4. IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/05/2024 ADDRESS: 715 Saratoga Drive, Longview TX 75601, United States DESCRIPTION: Financial Planning, investment planning for clients. Marketing/DBA name for securities and insurance business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-13 |
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