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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
Branch Locations
5310 Nw 33 Ave. Suite 206, Fort Lauderdale, FL 33309 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Principal Life Ins Company | Plantation | FL | 07/2013 | 09/2017 |
| Princor Financial Services Corporation | Plantation | FL | 07/2013 | 09/2017 |
| Regulus Advisors, Llc | Kentwood | MI | 09/2017 | 11/2017 |
| Regal Investment Advisors, Llc | Kentwood | MI | 09/2017 | 11/2017 |
| Sagepoint Financial, Inc. | Fort Lauderdale | FL | 11/2017 | 09/2023 |
| Osaic Wealth, Inc. | Fort Lauderdale | FL | 09/2023 | Present |
1) LIFECRAFT FINANCIAL GROUP POSITION: President CEO NATURE: Corporation,LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/11/2013 ADDRESS: 5310 NW 33 AVE., SUITE 206, Ft. Lauderdale FL 33309, United States DESCRIPTION: running joing appointments, training, offering fixed products including life insurance to clients and prospects in the Civil servant market. 2) CREATIVE FINANCIAL NETWORK POSITION: VP of Development NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/22/2017 ADDRESS: 5310 NW 33 AVE. suite 206, Ft. Lauderdale FL 33309, United States DESCRIPTION: offering life and fixed products to clients and prospects 3) EDGARD J PIERRE FOUNDATION POSITION: VP NATURE: Non for Profit corp INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 10/06/2011 ADDRESS: 2401 NE 199 street, Miami FL 33180, United States DESCRIPTION: Setting up promoting fundraisers and traveling to Haiti to help feed and support orphanage in Haiti 4) GERSON LEHRMAN GROUP POSITION: GLG Council Member NATURE: llc INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2018 ADDRESS: 2401 NE 199 street, Miami FL 33180, United States DESCRIPTION: This is a part time consulting position . I would be consulting and doing surveys for companies . Will not be selling any insurance or investments. this is for consulting only
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-05 |
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