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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-11 |
Branch Locations
116 South River Road Building D, Suite 5, Bedford, NH 03110 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint | Phoenix | AZ | 06/2015 | 03/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 09/2023 | 10/2025 |
| Clear Solutions, Llc Dba Bergen Financial Group | Peoria | AZ | 01/2019 | 10/2025 |
| Osaic Wealth, Inc. | Peoria | AZ | 10/2025 | Present |
1. BRAYSHAW FINANCIAL GROUP, LLC POSITION: Financial Advisor NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 10/27/2025 ADDRESS: 3803 N 28th St, Phoenix AZ 85016, United States DESCRIPTION: Providing Fixed Annuities and Life Insurance when in the clients best interest.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-24 |
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