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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-09-01 |
| FL | RA | APPROVED | 2023-09-01 |
| GA | RA | APPROVED | 2023-09-01 |
| PA | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
Branch Locations
5310 Nw 33 Ave. Suite 206, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Services Inc | Fort Lauderdale | FL | 07/2016 | 11/2016 |
| Sagepoint Financial, Inc. | Fort Lauderdale | FL | 11/2016 | 09/2023 |
| Osaic Wealth, Inc. | Fort Lauderdale | FL | 09/2023 | Present |
1) STRATEGIC RESOURCE GROUP, LLC; POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 60 START DATE: 11/17/2016 ADDRESS: 5310 NW 33rd Ave, Suite 206, Ft Lauderdale FL 33309; DESCRIPTION: Sell Fixed Insurance products such as life insurance, disability insurance, Health Insurance, Long-Term Care insurance for group and individual clients 2) CVA CAPITAL INC POSITION: PRESIDENT NATURE: FOR TAX PURPOSES ONLY INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/11/2017 ADDRESS: 4929 RIVERSIDE DR, Coral Springs FL 33067, United States; DESCRIPTION: BUSINESS NAME IS ONLY FOR TAX PURPOSES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-22 |
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