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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-02-10 |
| HI | RA | APPROVED | 2023-11-17 |
Branch Locations
1001 Bishop Street Suite 2300, Honolulu, HI 96813 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Honolulu | HI | 05/2015 | 11/2023 |
| Osaic Wealth, Inc. | Honolulu | HI | 09/2023 | 11/2023 |
| Dfpg Investments, Llc | Sandy | UT | 11/2023 | Present |
| Diversify Advisory Services, Llc | Sandy | UT | 11/2023 | Present |
1) KARL SADANAGA DBA INPAC WEALTH SOLUTIONS POSITION: Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 04/11/2016 ADDRESS: 1001 BISHOP STREET #2300, Honolulu HI 96813, United States DESCRIPTION: Financial planning for clients, encompassing life insurance, investments, retirement planning and estate planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-27 |
| S65 | Uniform Investment Adviser Law Examination | 2003-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-31 |
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