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2435 North Central Expressway Suite 1217, Richardson, TX 75080 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1997-06-30 |
Branch Locations
800 E Campbell Suite 173, Richardson, TX 75801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Manthey - Insurance Agent | Richardson | TX | 06/1992 | Present |
| Bluechip Financial Planning Inc | Richardson | TX | 12/1992 | Present |
| Securities America, Inc. | Richardson | TX | 01/1996 | 06/2024 |
| Osaic Wealth, Inc. | Richardson | TX | 06/2024 | Present |
1. CHARLES MANTHEY INSURANCE AGENT POSITION: Insurance Agent NATURE: CHARLES MANTHEY - INSURANCE AGENT INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/1992 ADDRESS: 2435 N Central Expy, Suite 1217, Richardson TX 75080 DESCRIPTION: Life insurance sales to meet a financial goal. 2. PRAIRIE CLUB POSITION: Voting Board Member NATURE: Prairie Club Volunteer INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2020 ADDRESS: 12 E Willow St.Unit A, Lombard IL 60148, United States DESCRIPTION: Voting board member 3. BLUECHIP FINANCIAL PLANNING, INC. POSITION: President NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 60 START DATE: 06/04/1992 ADDRESS: 2435 N Central Expy, Suite 1217, Richardson TX 75080, United States DESCRIPTION: Fee based investment advisory firm.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-07-07 |
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