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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-09-01 |
Branch Locations
25550 Chagrin Blvd. Suite 220, Beachwood, OH 44122 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks | Cleveland | OH | 01/2015 | 02/2019 |
| Sagepoint Financial, Inc. | Beachwood | OH | 02/2019 | Present |
| Osaic Wealth, Inc. | Beachwood | OH | 09/2023 | Present |
1. STEVEN MARKS POSITION: Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2007 ADDRESS: 25550 Chagrin Blvd., Suite 220, Beachwood OH 44122, United States DESCRIPTION: Other fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-05-29 |
| S66 | Uniform Combined State Law Examination | 2007-09-15 |
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