Best Investors Account Sign in

Corey Michael Magliolo

Osaic Wealth, Inc.

Friendswood, TX

Claim This Profile
Current Employers
Osaic Wealth, Inc.

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

Current Registrations

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

Branch Locations

699 S. Friendswood Drive Suite 102, Friendswood, TX 77546 • 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
Lincoln Financial Securities Corp Dickinson TX 11/2009 05/2017
Sagepoint Financial, Inc. Friendswood TX 05/2017 09/2023
Osaic Wealth, Inc. Friendswood TX 09/2023 Present
  • 11/2009 → 05/2017
    Lincoln Financial Securities Corp
    Dickinson, TX
  • 05/2017 → 09/2023
    Sagepoint Financial, Inc.
    Friendswood, TX
  • 09/2023 → Present
    Friendswood, TX
Previous Registrations
  • 2017-05-02 → 2023-09-01
    Osaic Services, Inc.
    Friendswood, TX
  • 2009-11-13 → 2017-05-15
    Osaic Fs, Inc.
    Houston, TX
    San Antonio, TX
  • 2004-02-25 → 2009-11-18
    Woodbury Financial Services, Inc.
    League City, TX
    League City, TX
  • 2003-02-11 → 2003-12-19
    Indianapolis, IN
  • 2002-06-25 → 2003-02-22
    League City, TX
Other Businesses

1) GUZZETTA BENEFIT SERVICES POSITION: sales & firm management NATURE: S-Corporation: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 25 START DATE: 09/23/2020 ADDRESS: 699 S. Friendswood Dr., Suite 102, Friendswood TX 77546, United States DESCRIPTION: selling and managing employee benefits / group Insurance - medical, dental, vision, life, DI, ancillary lines (cancer, accidents, etc.) 2) DICKINSON INDEPENDENT SCHOOL DISTRICT POSITION: President of Board NATURE: public school district INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2016 ADDRESS: 2218 FM 517, Dickinson TX 77539, United States DESCRIPTION: Oversee the superintendent of the school district. 3) BLUE WATER ADVISORS POSITION: President NATURE: Corporation: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 25 START DATE: 01/01/2026 ADDRESS: 699 S. Friendswood Drive, Suite 102, Friendswood TX 77546, United States DESCRIPTION: Selling and managing employee benefits/group benefits-medical, dental, vision, life, DI, and ancillary lines

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-06-19
  • S66 Uniform Combined State Law Examination
    2002-06-19
Other Names
  • Cory M Magliolo

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Friendswood, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor