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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-14 |
| CO | RA | APPROVED | 2023-09-01 |
| FL | RA | APPROVED | 2023-09-01 |
| PA | RA | APPROVED | 2023-09-01 |
| VA | RA | APPROVED | 2023-09-01 |
| WV | RA | APPROVED | 2023-09-01 |
Branch Locations
420 Allegheny River Blvd., Oakmont, PA 15139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patrick Financial Co, Inc. | Pittsburgh | PA | 01/1996 | Present |
| Sagepoint Financial, Inc | Pittsburgh | PA | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Oakmont | PA | 09/2023 | Present |
1. PATRICK FINANCIAL CO. PRESIDENT, YES, 420 Allegheny River Blvd Oakmont Pa 15139. 01/1996 ONGOING FIXED INSURANCE WITH VARIOUS CARRIERS-10HOURS PER MONTH. 2. MV PROPERTIES LLC; 420 ALLEGHENY RIVER BLVD OAKMONT PA; NOT INVESTMENT RELATED; PARTNER; START DATE 07/15/2013; APPROX HRS MTHLY 10; SEC HRS MTHLY 10; PART OWNER OF RENTAL PROPERTY INCLUDING OUR SAGEPOINT OFFICE 3. HARLEY ROY LLC POSITION: partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2019 ADDRESS: 420 Allegheny River Blvd, Oakmont PA 15139, United States DESCRIPTION: LLC used to buy building for Sarasota branch and pay taxes hoa fees and utilities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-01 |
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