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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-04 |
| CA | RA | APPROVED | 2023-09-01 |
| NY | RA | APPROVED | 2023-09-01 |
Branch Locations
5586 Main Street Suite 100, Williamsville, NY 14221 • United States
5110 Main Street Suite 214, Williamsville, NY 14221 • United States
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 Financial, Inc | Williamsville | NY | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Williamsville | NY | 09/2023 | Present |
1) MICHAEL ARENA, YES, 5110 MAIN ST. WILLIAMSVILLE, NY 14221, OWNER, 7/1989, 2 HRS/MO, ZERO HRS DT, INSURANCE SALES. 2) ANERA INC., NO, 5110 MAIN ST. WILLIAMSVILLE, NY 14221, OWNER, 10/1/2010, 10 HRS/MO, 10 HRS DT, PROVIDE BUSINESS CONSULTING SERVICES TO INCLUDE BUT NOT LIMITED TO REVIEW OF A COMPANIES' DAY TO DAY ACTIVITIES, PROFIT AND LOSS STATEMENTS AND OVERALL BUSINESS ACTIVITIES. 3) JEANETTE ARENA TRUST POSITION: TRUST NATURE: TRUSTEE FOR FAMILY TRUST (MOTHER) INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 02/12/2015 ADDRESS: 39 SABLE RUN, EAST AMHERST NY 14051 DESCRIPTION: TRUSTEE FOR TRUST 4) 1377 EGGERT ROAD LLC POSITION: Partner NATURE: LLC Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/25/2021 ADDRESS: 39 Sable Run, East Amherst NY 14051, United States DESCRIPTION: Partner in LLC that owns a two family home. Duties limited to paying associated monthly costs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-03 |
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