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2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-11-08 |
Branch Locations
10808 S River Front Parkway Suite 375, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | South Jordan | UT | 02/2011 | 06/2024 |
| Verus Capital Partners, Llc | South Jordan | UT | 03/2011 | 10/2020 |
| Arbor Point Advisors | South Jordan | UT | 10/2020 | 11/2024 |
| Osaic Wealth, Inc. | South Jordan | UT | 06/2024 | Present |
| Osaic Advisory Services, Llc | Atlanta | GA | 11/2024 | Present |
1. FREEDOM POINT FINANCIAL POSITION: President, Owner NATURE: Freedom Point Financial provides branding, marketing, and business practice consulting services to insurance agents and registered representatives. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 11/21/2014 ADDRESS: 10808 S River Front Parkway, Suite 375, South Jordan UT 84095 DESCRIPTION: Freedom Point Financial provides support services to licensed insurance agents that provide insurance and employee benefit consultations to the general public. These agents receive compensation from the insurance products they sell, and Freedom Point receives compensation from its insurance agents for the administrative and support services they provide to the insurance agents. Freedom Point Financial provides marketing, branding, and business practice consulting to licensed registered representatives. These registered representatives receive their compensation from commissions, managed accounts, and financial planning fees. Freedom Point Financial receives compensation from the registered representatives based upon the branding, marketing, and business consulting services provided to the registered representatives as outlined in the Freedom Point Financial joint marketing agreement that each registered representative has signed. 2. HIGH STAR RANCH FF HOLDINGS, LLC POSITION: LLC member NATURE: The LLC will provide capital to a real estate development project. 3. I also submitted a PST request, and I received and signed an LOU with Osaic core compliance on 8-1-2025. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/08/2025 ADDRESS: 4172 S Kiera Hill Lane, Salt Lake City UT 84107, United States DESCRIPTION: I provide capital to the LLC to be use to develop real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-05 |
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