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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
| VA | RA | APPROVED | 2023-09-01 |
Branch Locations
1507 Huguenot Rd Suite 101, Midlothian, VA 23113 • United States
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. | Midlothian | VA | 09/2023 | Present |
1. IKEMOR COMPANY INC POSITION: Statutory Agent - NATURE: Insurance Agency - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2004 ADDRESS: 1507 Huguenot Rd Suite 101, Midlothian VA 23113, United States DESCRIPTION: Traditional Insurance Products through The National Benefit Corporation (TNBC). 2. HSA BANK POSITION: Other - Representative NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2014 ADDRESS: HSA Bank 605 North 8th Street Suite 320 Sheboygan, WI 53081, Sheboygan WI 53081, United States DESCRIPTION: Establish Health Savings Accounts for Clients to pay their Medical Bills.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-18 |
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