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Allen Beach Whitehurst

Osaic Wealth, Inc.

Ft Walton Beach, FL

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-09-01
  • FL RA
    APPROVED
    Since 2023-09-01

Branch Locations

228 Brooks Street Se, Ft Walton Beach, FL 32548 • 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
OrganizationCityStateFromTo
Sagepoint Financial, Inc. Phoenix AZ 01/2009 09/2023
Osaic Wealth, Inc. Ft Walton Beach FL 09/2023 Present
  • 01/2009 → 09/2023
    Sagepoint Financial, Inc.
    Phoenix, AZ
  • 09/2023 → Present
    Ft Walton Beach, FL
Previous Registrations
  • 2005-10-31 → 2023-09-01
    Osaic Services, Inc.
    Ft Walton Beach, FL
  • 1995-06-30 → 2005-10-31
    Spelman & Co., Inc.
    Ft Walton Beach, FL
Other Businesses

1) ALLEN WHITEHURST POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1994 ADDRESS: 228 Brooks Street SE, Ft. Walton Beach, FL, 32548, United States DESCRIPTION: Sell term life insurance and fixed annuities. 2) CAPRI BY THE BAY LLC POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2009 ADDRESS: 228 Brooks St. SE, Ft. Walton Beach FL 32548, United States DESCRIPTION: Owner of commercial and residential real estate. Collecting rent and maintaining property. 3) ALLEN WHITEHURST POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1985 ADDRESS: 210 Pelhem Dr. Unit 12B, Ft. Walton Beach, FL 32547, United States DESCRIPTION: Landlord of the properties

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-11-20
S63 Uniform Securities Agent State Law Examination 1988-12-06
  • S65 Uniform Investment Adviser Law Examination
    2002-11-20
  • S63 Uniform Securities Agent State Law Examination
    1988-12-06

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