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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hogx | Groesbeck | TX | 05/2009 | 05/2017 |
| Ubs | Waco | TX | 05/2017 | 08/2017 |
| Baylor | Waco | TX | 08/2015 | 05/2019 |
| Beene Wealth Management Group | Waco | TX | 04/2016 | Present |
| Woodbury Financial Services Inc | Waco | TX | 08/2019 | 01/2024 |
| Osaic Wealth, Inc. | Waco | TX | 01/2024 | Present |
1. BEENE WEALTH MANAGEMENT GROUP POSITION: Writing Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 02/19/2020 ADDRESS: 400 Austin Ave. Suite 200, Waco TX 76701, United States DESCRIPTION: Insurance Sales & Service. 2. BEENE WMG, PLLC POSITION: Owner NATURE: PLLC taxed as an S-Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 10/18/2023 ADDRESS: 400 Austin Ave. Suite 200, Waco TX 76701, United States DESCRIPTION: Business entity created for tax purposes, management of employees, payroll services, vendor subscriptions, etc. I am one of the managers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-25 |
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