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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 |
| Securities America Advisors, Inc. | Dallas | TX | 10/2003 | 06/2024 |
| Jim Einspanier | Dallas | TX | 01/1992 | Present |
| Navigation Financial Group | Dallas | TX | 01/2003 | Present |
| Osaic Wealth, Inc. | Dallas | TX | 06/2024 | Present |
| Osaic Wealth, Inc. | Dallas | TX | 06/2024 | Present |
INSURANCE SALES POSITION: Agent NATURE: Navigation Financial Group- DBA- Insurance Sales- Agent- Investment Related- Yes-Located at 15770 North Dallas Parkway Ste 650, Dallas TX 75248 INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/2004 ADDRESS: 15770 North Dallas Parkway, Ste 650, Dallas TX 75248, United States DESCRIPTION: Fixed Annuity,Life Insurance and LTC Sales INVESTMENT ADVISORY SERVICES POSITION: Advisor NATURE: Securities America Advisors-Investment Advisory Services-IAR-Investment Related: Yes-Start Date:7/2003-Located at 15770 North Dallas Parkway Ste 650, Dallas Tx 75248 INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2003 ADDRESS: 15770 North Dallas Parkway, Ste 650, Dallas TX 75248, United States DESCRIPTION: T
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-06 |
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