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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-15 |
| FL | RA | APPROVED | 2023-09-01 |
| VA | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Sarasota | FL | 09/2023 | Present |
1. GUNNER KIDD COMPANY INC POSITION: registered representative NATURE: registered representative INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 08/01/2013 ADDRESS: 5308 Paylor Lane, Sarasota FL 34240, United States DESCRIPTION: help make investment decisions 2. HARLEY ROY LLC POSITION: president NATURE: This was created to allow for purchase of a commercial office building which currently serves as a branch location for our group. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/13/2019 ADDRESS: 5308 Paylor Lane, Sarasota FL 34240, United States DESCRIPTION: investor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-19 |
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