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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-08-06
NC RA APPROVED 2024-08-05
TX RA APPROVED 2024-08-05
  • FL RA
    APPROVED
    Since 2024-08-06
  • NC RA
    APPROVED
    Since 2024-08-05
  • TX RA
    APPROVED
    Since 2024-08-05

Branch Locations

Longview, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2017 → 08/2024
    St Louis, MO
  • 07/2016 → 01/2017
    Patt Lobb Toyota Of Longview
    Longview, TX
  • 08/2024 → Present
    Longview, TX
Previous Registrations
  • 2017-05-12 → 2024-08-06
    Austin, TX
    St Louis, MO
    Forney, TX
    Forney, TX
    Terrell, TX
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-13
  • S66 Uniform Combined State Law Examination
    2017-03-13
Designations
Other Names
  • Jordan Blake Howard

View on SEC IAPD

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