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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2024-03-05 |
| CA | RA | APPROVED | 2023-09-01 |
| CT | RA | APPROVED | 2023-09-01 |
| FL | RA | APPROVED | 2023-09-01 |
| GA | RA | APPROVED | 2023-09-01 |
| ID | RA | APPROVED | 2023-09-01 |
| IL | RA | APPROVED | 2023-09-01 |
| MA | RA | APPROVED | 2023-09-01 |
| MI | RA | APPROVED | 2023-09-01 |
| NH | RA | APPROVED | 2023-09-01 |
| NC | RA | APPROVED | 2023-09-01 |
| OR | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
| VT | RA | APPROVED | 2023-09-01 |
| VA | RA | APPROVED | 2023-09-01 |
| WA | RA | APPROVED | 2023-09-01 |
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
220 Broadway Suite 202, Lynnfield, MA 01940 • United States
100 Washington Street, Keene, NH 03431 • United States
116 South River Road Building D, Suite 5, Bedford, NH 03110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Bedford | NH | 06/2015 | 09/2023 |
| Osaic Wealth, Inc. | Lynnfield | MA | 09/2023 | Present |
1) BRAYSHAW FINANCIAL GROUP, LLC. (FIXED INSURANCE SALES) POSITION: Registered Principal NATURE: LLC. INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2001 ADDRESS: 116 S. River Rd, Bldg D, Ste 5, Bedford NH 03110 DESCRIPTION: Sales of Fixed Annuity and Life Insurance 2) PREMIUM FINANCING -5 HOURS PER MONTH OF WHICH 2 HOURS ARE DURING TRADING HOURS. Premium Financing: Life Insurance sales financed through 3rd party banks and institutions. 3) CROWN CAPITAL ADVISORS, INC. POSITION: President of Operations NATURE: Training and wholesaling Insurance Products INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 10/27/2010 ADDRESS: 116 S. River Rd, Bldg D, Ste 5, Bedford NH 03110 DESCRIPTION: Work with Insurance Agents 4) DOW HOLDINGS, LLC. & BENJAMIN BRAYSHAW POSITION: Owner NATURE: Real Estate Ownership and Rentals, (LLC) INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2018 ADDRESS: 116 S. River Road, Bldg D, Ste 5, Bedford NH 03110 DESCRIPTION: Duties would include collecting rents, and paying bills for the property. 5) BRAYSHAW FINANCIAL GROUP, LLC (SOCIAL SECURITY SEMINAR) POSITION: Registered Principal NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 08/17/2015 ADDRESS: 116 S. River Road, Bldg D, Ste 5, Bedford NH 03301 DESCRIPTION: Hosting a Social Security Seminar, in which a fee of $25/person will be charged for the Room Rental Cost and the Social Security Speaker fee will be charged 6) BRAYSHAW FINANCIAL GROUP, LLC. (BUSINESS BROKERAGE) POSITION: Managing Partner NATURE: LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/01/2012 ADDRESS: 116 S. River Rd., Bldg D, Ste 5, Bedford NH 03110 DESCRIPTION: Work with Business owners to find sales connections on business liquidation. 7) WLR, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 05/11/2021 ADDRESS: 2127 Gulf Beach Villas, Captiva FL 33924 DESCRIPTION: Owner of Rental property in Florida 8) BRAYSHAW FINANCIAL GROUP, LLC. (PREMIUM FINANCING) POSITION: Owner NATURE: Fixed and Variable Life Insurance sales utilizing Premium Financing INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2010 ADDRESS: 116 S. River Road, Bldg D, Ste 5, Bedford NH 03110 DESCRIPTION: Life Insurance Sales 9) BRAYSHAW FINANCIAL GROUP, LLC. POSITION: Registered Principal NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2003 ADDRESS: 116 S. River Rd, Bldg. D, Ste 5, Bedford NH 03110, United States DESCRIPTION: Sales of Fixed Life Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-15 |
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