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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-01 |
Branch Locations
420 Allegheny River Blvd., Oakmont, PA 15139 • United States
2 disclosure categories 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 | Pittsburgh | PA | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Oakmont | PA | 09/2023 | Present |
1. Osaic Wealth, Inc. 420 Allegheny River Blvd. Oakmont, PA 15139: Corporate RIA Investment Advisor: start date 09/2005. approx. 40 hours a month and of the 40, 30 during trading hours: 2. MV PROPERTIES LLC, NOT INVESTMENT, 420 ALLEGHENY RIVER BLVD OAKMONT PA 15139, PARTNER, 12/08, 5 hours a month none during trading hours 3. PATRICK FINANCIAL POSITION: Other - independent contractor NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1998 ADDRESS: 420 Allegheny River blvd. Oakmont, pa 15139, Oakmont PA 15139, United States DESCRIPTION: non security insurance sales 4. WOODBURN HOLDINGS LLC POSITION: Sole MBR NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/09/2018 ADDRESS: 110 Chapel Harbor Dr., Pittsburgh PA 15238, United States DESCRIPTION: I pay my bills from this account 5. OAKMONT COUNTRY CLUB POSITION: Board Member NATURE: Non-Profit/Country Club INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/09/2023 ADDRESS: 1233 Hulton Road, Oakmont PA 15139, United States DESCRIPTION: Help advise the club
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-25 |
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