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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
| IN | RA | APPROVED | 2023-09-01 |
| MI | RA | APPROVED | 2023-09-01 |
| NV | RA | APPROVED | 2023-09-01 |
| OH | RA | APPROVED | 2023-09-01 |
Branch Locations
7937 Washington Woods Drive, Centerville, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aig American General Life Insurance Company | Centerville | OH | 11/2003 | Present |
| Sagepoint Financial, Inc | Centerville | OH | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Centerville | OH | 09/2023 | Present |
1) INSURANCE: DARA DEMAREE, YES, 7937 WASHING WOODS DR., CENTERVILLE, OH 45459, PARTNERSHIP, COMM.10/2003, 25/0, AGENT, SELLING AND SERVICING LIFE AND LONG TERM CARE INSURANCE; INSURANCE: DEMAREE FINANCIAL GROUP, YES, 7937 WASHINGTON WOODS DRIVE, CENTERVILLE, OH 45459, SOLE PROPRIETORSHIP, COMM. 02/2009, 140/140, AGENT/REP, SERVICING CLIENTS AND SELLING INSURANCE; 2) DEMAREE FINANCIAL GROUP POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 02/01/2009 ADDRESS: 7937 Washington Woods Drive, Centerville OH 45459, United States DESCRIPTION: servicing clients and selling insurance 3) DARA DEMAREE POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 10/01/2003 ADDRESS: 7937 Washington Woods Drive, Centerville OH 45459, United States DESCRIPTION: Selling and servicing life insurance and long term care. 4) DARA DEMAREE POSITION: Notary NATURE: Notary INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/24/2021 ADDRESS: 7937 Washington Woods Drive, Centerville OH 45459, United States DESCRIPTION: Notary
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-20 |
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