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Stephen Edwin Widmer

Osaic Wealth, Inc.

Scottsdale, AZ

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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-01
  • CA RA
    APPROVED
    Since 2023-08-01

Branch Locations

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • 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
Sunamerica Securities Phoenix AZ 05/2004 Present
Sagepoint Financial, Inc. Phoenix AZ 01/2009 10/2023
Osaic Wealth, Inc. Phonix AZ 01/2009 Present
  • 05/2004 → Present
    Sunamerica Securities
    Phoenix, AZ
  • 01/2009 → 10/2023
    Sagepoint Financial, Inc.
    Phoenix, AZ
  • 01/2009 → Present
    Osaic Wealth, Inc.
    Phonix, AZ
Previous Registrations
  • 2006-07-10 → 2023-09-01
    Osaic Services, Inc.
    Phoenix, AZ
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-10
S63 Uniform Securities Agent State Law Examination 2000-04-21
  • S66 Uniform Combined State Law Examination
    2006-03-10
  • S63 Uniform Securities Agent State Law Examination
    2000-04-21
Other Names
  • Stephen Edwin Widmer
  • Stephen Edwin Widmer

View on SEC IAPD

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Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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