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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Millbury | MA | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Kingston | MA | 09/2023 | Present |
1)BOSTON CONNECT REAL ESTATE SERVICES POSITION: Other - Realtor NATURE: Limited Liability Company Real Estate Agency - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 02/04/2013 ADDRESS: 19 Mattakeesett Street, Pembroke MA 02359, United States DESCRIPTION: real estate sales; single family home sales, mostly on weekends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-06 |
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