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Ellias David Stabinsky

Osaic Wealth, Inc.

Houston, 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 2025-08-19
  • TX RA
    APPROVED
    Since 2025-08-19

Branch Locations

Houston, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
First Allied Securities Inc San Diego CA 04/2003 11/2019
First Allied Advisory Services, Inc. Chesterfield MO 07/2012 11/2019
Robertson Wealth Management, Llc. Houston TX 01/2017 12/2024
Securities America, Inc. Houston TX 12/2019 06/2024
Osaic Wealth, Inc. Houston TX 06/2024 Present
  • 04/2003 → 11/2019
    First Allied Securities Inc
    San Diego, CA
  • 07/2012 → 11/2019
    First Allied Advisory Services, Inc.
    Chesterfield, MO
  • 01/2017 → 12/2024
    Robertson Wealth Management, Llc.
    Houston, TX
  • 12/2019 → 06/2024
    Securities America, Inc.
    Houston, TX
  • 06/2024 → Present
    Houston, TX
Previous Registrations
  • 2017-02-09 → 2025-04-02
    Houston, TX
  • 2012-07-02 → 2019-11-22
    First Allied Advisory Services, Inc.
    Houston, TX
  • 2004-03-30 → 2012-07-02
    First Allied Securities, Inc.
    Houston, TX
    Houston, TX
  • 2002-05-16 → 2003-02-06
    A. G. Edwards & Sons, Inc.
    Houston, TX
Other Businesses

1. HOUSTON RETIREMENT INCOME PLANNERS - DBA 2. THE RICE ALLIANCE POSITION: just a corporate member with no obligations other than the $500 annual member fee. NATURE: The Rice Alliance- Connects entrepreneurs with education in starting a business and getting funding through venture capital and other means. I am a corporate member and attend functions for networking fo my financial services business exclusively under my broker-dealer. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 30 START DATE: 06/01/2008 ADDRESS: 6100 Main, Houston TX 77005, United States DESCRIPTION: The activity is only investment related in my attempt tp network with other members, vc firms, and guest speakers, and others attending their events. I am only a corporate member and have no required duties as that status. My membership is under my branded name Houston Retirement Income Planners. 3. ROAD RUNNERS CLUB OF AMERICA POSITION: have the certification running coach only NATURE: Running Club INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2010 ADDRESS: 1501 Lee Hwy, Ste 140, Arlington VA 22209, United States DESCRIPTION: I am a Certified Running Coach by this organization

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-01-20
  • S63 Uniform Securities Agent State Law Examination
    1987-01-20

View on SEC IAPD

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