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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-10 |
| CT | RA | APPROVED | 2023-09-01 |
Branch Locations
6 Berkshire Boulevard Suite 301, Bethel, CT 06801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Bethel | CT | 09/2023 | Present |
1) SCOTT MITCHELL, INDEPENDENT INSURANCE SALES, COMMENCED 1/2001, SOLE PROPRIETORSHIP, 10% TIME SPENT, 100% OWNERSHIP, AGENT/REP; 2) MELILLO & MITCHELL, CPA POSITION: CPA Partner NATURE: Partnership LLC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/1993 ADDRESS: 6 Berkshire Blvd. Suite 301, Bethel CT 06801, United States DESCRIPTION: Tax preparation and planning. Accounting. 3) INNOVATIVE CPA GROUP LLC POSITION: Partner NATURE: Partnership LLC INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2021 ADDRESS: 6 Berkshire Blvd, Suite 301, Bethel CT 06801, United States DESCRIPTION: Tax preparation and tax planning 4. MELMIT REALTY LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/21/2010 ADDRESS: 6 Berkshire Blvd, Suite 301, bethel CT 06801, United States DESCRIPTION: Review bank activity for my real estate holding 5. INNOVATIVE CPA GROUP POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2001 ADDRESS: 6 Berkshire Blvd, 301, Bethel CT 06801, United States DESCRIPTION: CPA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-24 |
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