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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-04 |
| TX | RA | APPROVED | 2023-11-03 |
Branch Locations
18333 Egret Bay Boulevard Suite 600, Houston, TX 77058 • United States
18333 Egret Bay Boulevard Suite 600, Houston, TX 77058 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 |
Branch Locations
18333 Egret Bay Boulevard Suite 600, Houston, TX 77058 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-05-07 |
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