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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-04 |
| AZ | RA | APPROVED | 2023-09-01 |
| CA | RA | APPROVED | 2023-09-01 |
| DE | RA | APPROVED | 2023-09-01 |
| DC | RA | APPROVED | 2023-09-01 |
| FL | RA | APPROVED | 2023-09-01 |
| GA | RA | APPROVED | 2023-09-01 |
| IL | RA | APPROVED | 2023-09-01 |
| KS | RA | APPROVED | 2023-09-01 |
| MD | RA | APPROVED | 2023-09-01 |
| MA | RA | APPROVED | 2023-09-01 |
| MI | RA | APPROVED | 2023-09-01 |
| MO | RA | APPROVED | 2023-09-01 |
| NJ | RA | APPROVED | 2023-09-01 |
| OH | RA | APPROVED | 2023-09-01 |
| PA | RA | APPROVED | 2023-09-01 |
| RI | RA | APPROVED | 2023-09-01 |
| SC | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
| VA | RA | APPROVED | 2023-09-01 |
| WA | RA | APPROVED | 2023-09-01 |
Branch Locations
2440 Research Blvd. Suite 480, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investone Wealth Management, Inc. | Rockville | MD | 04/1995 | Present |
| Sagepoint Financial Advisors | Gaithersburg | MD | 02/2011 | 09/2023 |
| Osaic Wealth, Inc. | Gaithersburg | MD | 09/2023 | Present |
1) INVESTONE WEALTH MANAGEMENT, INC. POSITION: President NATURE: C Corporation - This is a name change from Investcorp Retirement Specialists, Inc. to InvestOne Wealth Management, Inc. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 01/27/1997 ADDRESS: 2440 Research Blvd., Suite 480, Rockville MD 20850, United States DESCRIPTION: Sales and office management 2) INVESTONE RETIREMENT SPECIALISTS, INC POSITION: President NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 5 START DATE: 02/10/2011 ADDRESS: 6 Montgomery Village Ave, Suite 320, Gaithersburg MD 20879 DESCRIPTION: Sales and management 3) CHACE DEVELOPEMENT LLC POSITION: Manager / Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/01/2017 ADDRESS: 2440 Research Blvd, Suite 480, Rockville MD 20850, United States DESCRIPTION: Land Development. Licensing and permitting of residential and mixed-use land. Leasing of land 4) NONE POSITION: Landlord NATURE: None - Personal INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/21/2018 ADDRESS: 2440 Research Blvd, Suite 480, Rockville MD 20850, United States DESCRIPTION: Landlord
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-21 |
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