William Jason Urbanik

Current Employers

Employment History

• 01/2009 → 08/2019
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 01/2009 → Present
  Secondhalf Coach Wealth Management (Dba)
  Latrobe, PA
• 08/2016 → Present
  Go2Goalus, Llc (Goal Magazine)
  Latrobe, PA
• 08/2019 → Present
  Lpl Financial Llc
  Latrobe, PA

Previous Registrations

• 2011-06-23 → 2019-08-30
  Osaic Services, Inc.
  Latrobe, PA
  Phoenix, AZ
  Mt. Pleasant, PA
• 2003-05-02 → 2012-10-31
  The Second Half Coach, Inc.
  Mt. Pleasant, PA

Other Businesses

1) 8/28/19- SecondHalf Coach Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Latrobe, PA -160hrs/mth -75% 2) 8/28/19- Slezak Urbanik LLC- Real Estate Rental- co-owner- Inv. Related- Latrobe, PA- start date 1/1/2010- 1hrs/mth- 1% 3) 8/28/19- Non-Variable Insurance -SecondHalf Coach Wealth Management/ Agent William Urbanik - Inv. Related- Latrobe, PA- start date 1/1/2002- 5hrs/mth - 5% 4) 8/28/19- Urbanik Legacy Group LLC- Real Estate Rental- Managing Member - Inv. Related- Latrobe, PA- start date 12/29/2010 2hrs/mth - 1% 5) 8/29/19- Urbanik Consulting Group - Business Entity For Tax/Investment Purposes Only- Inv. Related- Latrobe, PA- start date 1/1/2003- 1hr/mth- 1% 6) 02/14/2020 - Go2goal - Non-Profit Board Member - Co-Founder - Not Investment Related - At Reported Business Location(s) - Start Date 04/01/2016 - 5 Hours Per Month/ 0 Hours During Trading 7) 2/2/2021 - Urbanik Capital Properties - Investment Related - Home Based - Other-Real Estate Development - Owner/Managing Member - Started 11/09/2020 - 2 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-05-01
• S63 Uniform Securities Agent State Law Examination
  2002-08-26