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JILL HARRIS SLAYTON
JILL SLAYTON CAUBLE, JILL ANN HARRIS
CRD#: 1898524
IA
Investment Adviser
B
Broker
OSAIC WEALTH, INC.CRD#: 23131 6710 HORIZON RD
SUITE 102
HEATH, TX 75032
Registration History
199019952000200520102015202020252 FIRMS1995 - 2003 (8 years)2 FIRMS2003 - 2003 (<1 year)2 FIRMS2003 - 2016 (12 years)2 FIRMS2016 - 2024 (7 years)2 FIRMS2024 - Present (1 year)BWILLIAMS, BUCHANAN & COMPANY, INC. (CRD# 22704)1989 - 1995 (6 years)BLOMAS SECURITIES USA, INC. (CRD# 14565)1988 - 1989 (<1 year)
Disclosure(s)
View By:
6/1/2012
Customer Dispute
Settled
2/17/2004
Customer Dispute
Denied
1/30/2004
Customer Dispute
Denied
License(s)

State Registrations

B
Alaska 1/19/2024

B
Mississippi 1/19/2024

B
Arizona 1/19/2024

B
Missouri 1/19/2024

B
Arkansas 1/19/2024

B
Oklahoma 1/19/2024

B
Colorado 1/19/2024

B
Pennsylvania 1/19/2024

B
Florida 1/19/2024

B
South Carolina 1/8/2025

B
Georgia 1/19/2024

B
Texas 1/19/2024

B
Kansas 1/19/2024

IA
Texas 1/19/2024

B
Kentucky 1/19/2024

B
Utah 1/19/2024

B
Massachusetts 1/19/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
OSAIC WEALTH, INC. (CRD#:23131)
6710 HORIZON RD SUITE 102, HEATH, TX 75032
Registered with this firm since 1/19/2024

B
OSAIC WEALTH, INC. (CRD#:23131)
6710 HORIZON RD SUITE 102, HEATH, TX 75032
Registered with this firm since 1/19/2024

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
04/28/2016 - 01/19/2024 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) HEATH, TX
B
04/28/2016 - 01/19/2024 WOODBURY FINANCIAL SERVICES, INC. (CRD#:421) HEATH, TX
IA
10/23/2003 - 05/11/2016 TRANSAMERICA FINANCIAL ADVISORS, INC. (CRD#:16164) ROCKWALL, TX
B
10/23/2003 - 05/11/2016 TRANSAMERICA FINANCIAL ADVISORS, INC (CRD#:16164) ROCKWALL, TX
IA
04/03/2003 - 11/18/2003 LINSCO/PRIVATE LEDGER CORP. (CRD#:6413) ROCKWALL, TX
B
04/03/2003 - 11/18/2003 LINSCO/PRIVATE LEDGER CORP. (CRD#:6413) FORT MILL, SC
IA
01/12/1995 - 04/02/2003 PRIMEVEST FINANCIAL SERVICES, INC. (CRD#:15340) ROCKWALL, TX
B
01/19/1995 - 04/02/2003 PRIMEVEST FINANCIAL SERVICES, INC. (CRD#:15340) ST. CLOUD, MN
B
07/07/1989 - 08/23/1995 WILLIAMS, BUCHANAN & COMPANY, INC. (CRD#:22704) DALLAS, TX
B
12/20/1988 - 07/10/1989 LOMAS SECURITIES USA, INC. (CRD#:14565) HOUSTON, TX
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B
Broker
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Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.