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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-12-04
TX RA APPROVED 2023-11-03
  • FL RA
    APPROVED
    Since 2023-12-04
  • TX RA
    APPROVED
    Since 2023-11-03

Branch Locations

18333 Egret Bay Boulevard Suite 600, Houston, TX 77058 • United States

Texas Wealth Management, Llc

18333 Egret Bay Boulevard Suite 600, Houston, TX 77058 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2019-09-04
CO RA APPROVED 2017-11-16
FL RA APPROVED 2017-10-09
LA RA APPROVED 2017-07-10
TX RA APPROVED 2017-02-09
  • WA RA
    APPROVED
    Since 2019-09-04
  • CO RA
    APPROVED
    Since 2017-11-16
  • FL RA
    APPROVED
    Since 2017-10-09
  • LA RA
    APPROVED
    Since 2017-07-10
  • TX RA
    APPROVED
    Since 2017-02-09

Branch Locations

18333 Egret Bay Boulevard Suite 600, Houston, TX 77058 • 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
Texas Wealth Management, Inc. Houston TX 05/1997 12/2017
Fsc Securities Corporation Houston TX 06/1997 11/2023
Texas Wealth Management, Llc Houston TX 12/2016 Present
Osaic Wealth, Inc. Houston TX 11/2023 Present
  • 05/1997 → 12/2017
    Texas Wealth Management, Inc.
    Houston, TX
  • 06/1997 → 11/2023
    Fsc Securities Corporation
    Houston, TX
  • 12/2016 → Present
    Houston, TX
  • 11/2023 → Present
    Houston, TX
Previous Registrations
  • 2020-02-07 → 2023-11-03
    Fsc Securities Corporation
    Houston, TX
    Houston, TX
  • 2002-06-20 → 2017-12-12
    Texas Wealth Management, Inc.
    Houston, TX
Other Businesses

OSAIC WEALTH INC POSITION: Registered Representative and Investment adviser representative NATURE: INC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/2023 Registered Representative and Advisory Representative of Osaic Wealth Inc an SEC Registered investment advisory firm and FINRA member broker dealer. ADDRESS: 18333 Egret Bay Blvd Suite 600 Houston, Texas 77058 / Headquarters: 18700 N. Hayden Rd., Ste. 255 Scottsdale, AZ 85255 TEXAS WEALTH MANAGEMENT, LLC POSITION: Sr. Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2017 ADDRESS: 18333 Egret Bay Blvd, Suite 600, Houston TX 77058, United States DESCRIPTION: Financial Planning

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-05-07
  • S63 Uniform Securities Agent State Law Examination
    1987-05-07
Designations
Other Names
  • Sal Elizondo
  • Salvador Jr Elizondo

View on SEC IAPD

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