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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-14 |
Branch Locations
15770 N Dallas Parkway Suite 650, Dallas, TX 75248 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Dallas | TX | 07/2003 | 06/2024 |
| Navigation Financial Group, Llp | Dallas | TX | 07/2003 | Present |
| The Lupus Foundation Of America, N. Tx Chapter | Dallas | TX | 06/2001 | Present |
| Lupus Foundation Of America, N. Texas Chapter | Dallas | TX | 07/2007 | Present |
| Osaic Wealth, Inc. | Dallas | TX | 06/2024 | Present |
1. NAVIGATION FINANCIAL GROUP POSITION: agent NATURE: NAVIGATION FINANCIAL GROUP - INSURANCE SALES - AGENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 07/01/2009 ADDRESS: 15770 dallas pkwy, suite 650, dallas TX 75248 DESCRIPTION: what is in the best interest of the client 2. SCHLESINGER GROUP POSITION: panel discussion NATURE: Focus Group INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/09/2021 ADDRESS: 14241 Dallas Pkwy, Suite 500, Dallas TX 75254, United States DESCRIPTION: I sit on a panel and help evaluate products and services so that participating companies can get my feed back on the importance of their services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-28 |
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