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Paul William Rhoades

Osaic Wealth, Inc.

The Woodlands, TX

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-17
  • TX RA
    APPROVED
    Since 2025-06-17

Branch Locations

1725 Hughes Landing Blvd. Suite 1250, The Woodlands, TX 77380 • 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
Harman Wealth Management The Woodlands TX 11/2024 Present
Crossbridge Wealth Strategies Bryan TX 07/2024 10/2024
Sam Houston State University College Of Business Administration Huntsville TX 06/2022 05/2024
Panorama Golf Club Conroe TX 05/2020 08/2021
Gnc Spring TX 09/2018 01/2020
Osaic The Woodlands TX 01/2025 Present
Full-Time Student Spring TX 01/2013 09/2018
Full-Time College Student Houston TX 08/2019 05/2024
  • 11/2024 → Present
    Harman Wealth Management
    The Woodlands, TX
  • 07/2024 → 10/2024
    Crossbridge Wealth Strategies
    Bryan, TX
  • 06/2022 → 05/2024
    Sam Houston State University College Of Business Administration
    Huntsville, TX
  • 05/2020 → 08/2021
    Panorama Golf Club
    Conroe, TX
  • 09/2018 → 01/2020
    Gnc
    Spring, TX
  • 01/2025 → Present
    Osaic
    The Woodlands, TX
  • 01/2013 → 09/2018
    Full-Time Student
    Spring, TX
  • 08/2019 → 05/2024
    Full-Time College Student
    Houston, TX
Other Businesses

1. HARMAN WEALTH MANAGEMENT POSITION: Business Analyst NATURE: LLC Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/01/2024 ADDRESS: 1725 Hughes Landing Blvd., Suite 1250, The Woodlands TX 77380, United States DESCRIPTION: Assist in securities research for model portfolios and potential investments.Assist advisors with client plans and prepare reports for meetings as needed. 2. EXECUTOR OF THE ESTATE OF BRIAN & REBECCA ELSTON POSITION: Executor NATURE: N/A INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/02/2026 ADDRESS: 118 Mountain Ct, Huntsville TX 77340, United States DESCRIPTION: Act as the executor for the estate of Brian and Rebecca Elston. 3.THE FINANCE PROGRAM ADVISORY COUNCIL AT SAM HOUSTON STATE UNIVERSITY POSITION: Advisory Council Member NATURE: State-controlled institution of higher education INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/15/2026 ADDRESS: 1821 Avenue I, Huntsville TX 77340, United States DESCRIPTION: Participate in discussions and advise faculty surrounding industry expectations for current and graduating students with career aspirations in financial services and investments. Potentially interact with students through mentorship and guest speaking events when requested.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-16
  • S66 Uniform Combined State Law Examination
    2025-06-16

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