Erica J Salzmann-Talbi

Current Employers

Employment History

• 03/1997 → Present
  American General Securities Incorporated
  Poughkeepsie, NY
• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Poughkeepsie, NY

Previous Registrations

• 2021-04-23 → 2023-09-01
  Osaic Services, Inc.
  Poughkeepsie, NY

Other Businesses

1) ERICA SALZMANN-TALBI, MBA, CFP POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 01/01/1992 ADDRESS: 50 Laffin Lane, Poughkeepsie NY 12603 DESCRIPTION: I sell fixed annuities, fixed life insurance and occasionally long-term care insurance. 2) HUDSON VALLEY MANAGEMENT GROUP POSITION: Other - DBAs don't have owners, partners or statutory agents. NATURE: Other - Hudson Valley Management Group is a DBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 10 START DATE:02/13/2004. ADDRESS: 50 Laffin Lane, Poughkeepsie NY 12603 DESCRIPTION: Fixed life, disability and/or long-term care insurance. 3) ERICA SALZMANN-TALBI, MBA, CFP POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 12/15/2010 ADDRESS: 50 Laffin Lane, Poughkeepsie NY 12603 DESCRIPTION: During an 8week period from mid Feb. to mid-April I prepare tax returns for 28 clients. In addition to preparing their return consult with clients on tax ramifications of transactions within their overall portfolio. I have taken H&R Block's tax course twice in my life, once in 1989 and once in 2008. I also took a tax course at Dutchess Community College many years ago. I work evenings and on weekends to get this work done since the weather is no good for much of anything else anyway during those weeks.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-17
• S63 Uniform Securities Agent State Law Examination
  1988-01-20

Designations

Other Names

• Erica J Salzmanntalbi