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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-05-07 |
| CA | RA | APPROVED | 2023-09-01 |
Branch Locations
1300 North Mcclintock Suite B4, Chandler, AZ 85226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Randall G. Jones Cpa, Pllc | Chandler | AZ | 01/1999 | Present |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Chandler | AZ | 09/2023 | Present |
1) RANDALL G JONES CPA PLLC. 1300 N MCCLINTOCK STE B-4 CHANDLER AZ 85226. NOT INVEST-RELATED. ACCOUNTING PRACTICE. OWNER/MEMBER/MANAGER SINCE 1/1999. FULL TIME. MANAGE & OPERATE ACCOUNTING PRACTICE. 2)INDEPENDENT INSURANCE AGENT. 1300 N MCCLINTOCK STE B-4 CHANDLER AZ 85226. OWNER/FIXED INSURANCE SALES. STARTED: 11/2002. INVESTMENT RELATED. 3) RANDALL G JONES CPA PLLC POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 110 START DATE: 01/01/1997 ADDRESS: 1300 North McClintock Suite B4 Chandler, AZ 85226, Chandler AZ 85226, United States DESCRIPTION: CPA/Business Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-12 |
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