Judson Hoyt Mann

Current Employers

Employment History

• 04/1996 → Present
  Gf Mann Agency
  Aurora, IL
• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Naperville, IL

Previous Registrations

• 2016-03-10 → 2023-09-01
  Osaic Services, Inc.
  Naperville, IL

Other Businesses

1.JUDSON MANN OWNS AND OPERATED AN INDEPENDANT INSURANCE AGENCY. 2. FOCAL POINT FINANCIAL, LLC. POSITION: Partner NATURE: This is a DBA in order to process payroll in a W-2 Format for income generated from SagePoint Financial. This is an LLC for tax purposes and was approved by Home Office. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 05/23/2018 ADDRESS: 1776 Legacy Circle Suite 118 Naperville, IL 60563 DESCRIPTION: This is in tandem with my securities business as it is set up to do payroll and for marketing as a DBA. 3. GLOBAL RISK SERVICES POSITION: Owner NATURE: S-Corp. INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 30 START DATE: 12/31/2024 ADDRESS: 1776 Legacy Circle, Suite 118, Naperville IL 60563, United States DESCRIPTION: Own and operate a property and casualty insurance agency which will have many of the same clients as my advisory book of business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-03
• S63 Uniform Securities Agent State Law Examination
  2003-12-19

Other Names

• Jud Mann