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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-01 |
| IA | RA | APPROVED | 2023-09-01 |
| KS | RA | APPROVED | 2023-09-01 |
| MO | RA | APPROVED | 2023-09-01 |
| OK | RA | APPROVED | 2023-09-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint | Kansas City | MO | 11/2011 | 09/2023 |
| Osaic Wealth, Inc. | Kansas City | MO | 09/2023 | Present |
1) AARON MARTIN POSITION: Call Taker NATURE: Kansas City, MO City Government INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 1125 Locust St, Kansas City MO 64106, United States DESCRIPTION: I will be working for Kansas City, MO Police Dispatch as a call taker. This work would be performed after hours (2nd shift) and would mostly include evenings and weekends. I would be trained to take calls for 911. 2) AARON MARTIN POSITION: Desk Clerk NATURE: Kansas City, MO City Government INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 05/01/2024 ADDRESS: 1125 Locust St, Kansas City MO 64106, United States DESCRIPTION: I will be working for Kansas City, MO Police as a Desk Clerk. This work would be performed after hours and would mostly include evenings and weekends. 3) INSURANCE SERVICES THROUGH SAGEPOINT FINANCIAL POSITION: Owner - NATURE: Insurance Agency^Other - OSAIC/Bart Aaron Martin INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/16/2013 ADDRESS: 3912 NE 95th Ter, Kansas City MO 64156, United States DESCRIPTION: Provide Insurance quotes, services and review for Whole, Term, Universal Life, Long Term Care, Disability and Medical policies. All life and health products discussed as part of my ongoing financial advisory duties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-29 |
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