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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-04-19 |
| OH | RA | APPROVED | 2024-03-05 |
| PA | RA | APPROVED | 2024-03-05 |
| TX | RA | APPROVED_RES | 2024-03-04 |
| CA | RA | APPROVED | 2023-09-01 |
Branch Locations
1820 E Ray Rd. Suite C2C, Chandler, AZ 85225 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sage Point Financial | Tempe | AZ | 03/2009 | Present |
| Osaic Wealth, Inc. | Tempe | AZ | 09/2023 | Present |
1. INSURANCE AGENT; 1820 E Ray Rd. Suite C2C Chandler, AZ 85225; 03/2009; 10/10; SELL TRADITIONAL LIFE INSURANCE PRODUCTS. 2. KILLWORTH FAMILY PLLC POSITION: Owner - NATURE: PLLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 03/01/2009 ADDRESS: 1820 E Ray Rd. Suite C2C Chandler, AZ 85225, United States DESCRIPTION: I provide advice on investments and insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-19 |
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