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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-01-28 |
| MI | RA | APPROVED | 2026-01-26 |
| CA | RA | APPROVED | 2026-01-23 |
| CO | RA | APPROVED | 2023-09-01 |
| FL | RA | APPROVED | 2023-09-01 |
| IL | RA | APPROVED | 2023-09-01 |
| MA | RA | APPROVED | 2023-09-01 |
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
2530 Crawford Avenue Suite 111, Evanston, IL 60201 • 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. | Evanston | IL | 09/2023 | Present |
1. DAVID KAHN; INVESTMENT-RELATED; 2530 CRAWFORD AVE #111 EVANSTON IL 60201; INSURANCE; AGENT; 03/07/2006; 80 HOURS PER MONTH; ALL DURING TRADING HRS; SALE OF TRADITIONAL INSURANCE. 2. SAGEPOINT FINANCIAL, INC.; INVESTMENT-RELATED; 2530 CRAWFORD AVE #111 EVANSTON IL 60201; REGISTERED INVESTMENT ADVISER REPRESENTATIVE; ADVISORY REPRESENTATIVE; 04/03/2006; 120 HRS/MO; 100 DURING TRADING HRS; CREATE FINANCIAL PLANS FOR CLIENTS. CREATE INDIVIDUALIZED INVESTMENT PORTFOLIOS FOR CLIENTS. 3. Center Family Foundation; Position Board Member; Nature Non-Profit; Investment Related No; # of Security Hours 0 ;Start Date 01/01/2012;Description Once a year we have a meeting to discuss what charities to give money to. 4. SHODOGG POSITION: investor NATURE: Private Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/21/2010 ADDRESS: 79 Madison Ave, New York NY 10016, United States DESCRIPTION: I (with my wife) purchased a small amount of shares in a private offering with this company. I (we) have no involvement other than the investment itself. 5. DAVID KAHN POSITION: eBay seller NATURE: I am selling baseball cards on Ebay. These cards were bought over a decade ago. My brother, Adam Kahn, co-owns some of these cards. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/02/2020 ADDRESS: 2415 W Course Dr, Riverwoods IL 60015, United States DESCRIPTION: I list, sell, and ship baseball cards to buyers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-20 |
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