Nancy Marie Anderson

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2023-09-01

NC RA
APPROVED

Since 2023-09-01

Branch Locations

Chapel Hill, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sagepoint Financial, Inc	Mooresville	NC	01/2009	09/2023
Osaic Wealth, Inc.	Hillsborough	NC	09/2023	Present

01/2009 → 09/2023

Sagepoint Financial, Inc

Mooresville, NC
09/2023 → Present

Osaic Wealth, Inc.

Hillsborough, NC

Previous Registrations

2006-01-10 → 2023-09-01

Osaic Services, Inc.

Huntersville, NC

Hillsborough, NC
2001-12-31 → 2005-01-04

Morgan Stanley Dw Inc.

Raleigh, NC

Other Businesses

1) FINANCIAL CHANGE MANAGEMENT INC. POSITION: President NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/26/2019 ADDRESS: 92 Heatherwood Drive, Chapel Hill NC 27516, United States DESCRIPTION: submit paroll for myself- sole employee 2) INSURANCE POSITION: Other - agent NATURE: S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2005 ADDRESS: 92 Heatherwood Drive, Chapel Hill NC 27516, United States DESCRIPTION: insurance sales

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-08-14
S63	Uniform Securities Agent State Law Examination	1988-07-07

S65 Uniform Investment Adviser Law Examination

1992-08-14
S63 Uniform Securities Agent State Law Examination

1988-07-07

Other Names

Nancy Andersonhinshaw
Nancy Marie Hinshaw
Nancy Hinshaw

View on SEC IAPD