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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-29 |
Branch Locations
3115 Ft. Worth Highway #300, Hudson Oaks, TX 76087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Historymaker Homes | Grapevine | TX | 02/2019 | 06/2023 |
| Hooks Lincoln | White Settlement | TX | 10/2016 | 02/2019 |
| Cox Financial Group | Hudson Oaks | TX | 08/2023 | Present |
| Oeste Ranch Golf Course | Weatherford | TX | 01/2014 | 10/2016 |
| Osaic Wealth, Inc. | Hudson Oaks | TX | 04/2024 | Present |
1. COX FINANCIAL GROUP POSITION: Registered Assistant NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2023 ADDRESS: 3115 Ft. Worth Hwy, Suite 300, Hudson oaks TX 76087, United States DESCRIPTION: Scheduling clients, filing paperwork, Meeting note taking , various other clerical tasks 2. COX FINANCIAL GROUP POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2023 ADDRESS: 3115 Ft. Worth Hwy, Suite 300, Hudson oaks TX 76087, United States DESCRIPTION: Meet with clients to conduct periodic reviews and create tailored financial plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-28 |
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