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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • FL RA
    APPROVED
    Since 2023-09-01
  • IN RA
    APPROVED
    Since 2023-09-01
  • MI RA
    APPROVED
    Since 2023-09-01
  • NV RA
    APPROVED
    Since 2023-09-01
  • OH RA
    APPROVED
    Since 2023-09-01

Branch Locations

7937 Washington Woods Drive, Centerville, OH 45459 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2003 → Present
    Aig American General Life Insurance Company
    Centerville, OH
  • 01/2009 → 09/2023
    Sagepoint Financial, Inc
    Centerville, OH
  • 09/2023 → Present
    Centerville, OH
Previous Registrations
  • 2013-02-13 → 2023-09-01
    Osaic Services, Inc.
    Centerville, OH
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-02-08
S63 Uniform Securities Agent State Law Examination 2004-01-20
  • S65 Uniform Investment Adviser Law Examination
    2013-02-08
  • S63 Uniform Securities Agent State Law Examination
    2004-01-20

View on SEC IAPD

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