Gigi D Lavergne

Current Employers

Employment History

• 04/2001 → 08/2017
  Wealth Advisory Counsel
  Plano, TX
• 10/2012 → 09/2023
  Sagepoint Financial
  Plano, TX
• 09/2023 → Present
  Osaic Wealth, Inc.
  Garland, TX

Previous Registrations

• 2016-10-25 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
  Midlothian, TX
  Wylie, TX
  Wylie, TX
  Colleyville, TX
  Garland, TX

Other Businesses

1)BNI/CHAMPBER OF COMMERCE POSITION: member NATURE: Networking group INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2017 ADDRESS: 3003 Waterside Ct, Wylie TX 75098, United States; DESCRIPTION: Networking group meets weekly. 2)GIGI LAVERGNE POSITION: Owner/Agent NATURE: Sole Proprietor, Insurance Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 30 START DATE: 02/01/2016 ADDRESS: 3003 Waterside Ct, Wylie TX 75098, United States DESCRIPTION: Prospecting clients and helping setup insurance policies, life and fixed. General office duties and paperwork. 3)S&G TAX ASSOCIATES POSITION: Owner NATURE: Sole proprietary INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2014 ADDRESS: 3003 Waterside Ct, Wylie TX 75098, United States DESCRIPTION: My personal entity for tax reporting and preparing and filing tax returns with the IRS 4)TRI PLANNING POSITION: Agent NATURE: LLCInsurance and Taxes INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 06/01/2021 ADDRESS: 675 Town Square BLVD #200, Garland TX 75098, United States DESCRIPTION: Owner/managertax preparationInsurance agentRetirement planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-31
• S63 Uniform Securities Agent State Law Examination
  2001-03-08

Other Names

• Gigi Diane Edwards
• Gigi Diane Riederer
• Gigi D Riederer