Michael Joseph Cudlipp

Current Employers

Employment History

• 11/2011 → 11/2018
  United Planners' Financial Services
  Scottsdale, AZ
• 10/2002 → Present
  Cudlipp Financial Services, Inc
  Pittsford, NY
• 01/2012 → Present
  Cudlipp Accounting Services, Inc.
  Pittsford, NY
• 01/2015 → 03/2019
  Cudlipp Advisor Services, Llc
  Nokomis, FL
• 12/2015 → Present
  Michael Cudlipp Rental Properties
  Pittsford, NY
• 01/2015 → 03/2019
  Cudlipp Advisor Services, Llc
  Pittsford, NY
• 07/2017 → Present
  Michael Cudlipp
  Englewood, FL
• 11/2018 → 09/2023
  Sagepoint Financial, Inc.
  Pittsford, NY
• 09/2023 → Present
  Osaic Wealth, Inc.
  Nokomis, FL

Previous Registrations

• 2018-11-07 → 2023-09-01
  Osaic Services, Inc.
  Nokomis, FL
  Pittsford, NY
  Nokomis, FL
  Scottsdale, AZ
  Pittsford, NY
• 2016-09-09 → 2019-04-12
  Cudlipp Advisor Services, Llc
  Pittsford, NY

Other Businesses

1) CUDLIPP ACCOUNTING SERVICES, INC. POSITION: OWNER - TAX MANAGEMENT/ACCOUNTING PRACTICE. NOT INVESTMENT RELATED- SINCE 01/2012 ADDRESS: 125 SULLY'S TRAIL SUITE 2, PITTSFORD, NY 14534 2) CUDLIPP FINANCIAL SERVICES, INC. POSITION: Owner NATURE: Sub S Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2002 ADDRESS: 125 Sully's Trail, Suite 2, Pittsford NY 14534, United States DESCRIPTION: Insurance and doing business as ("DBA") name, "Cudlipp Financial Services, Inc.?" 3) MICHAEL CUDLIPP POSITION: President NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2004 ADDRESS: 125 SULLY'S TRAIL SUITE 2, PITTSFORD, NY 14534 DESCRIPTION: Non-Investment related Insurance 4) MC CHARTERS, INC. POSITION: President NATURE: S-Corp INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 517 Croftsmar Circle, Nokomis FL 34275, United States DESCRIPTION: Fishing Charters 5) CUDLIPP FINANCIAL SERVICES NY, INC. POSITION: President NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2022 ADDRESS: 125 Sully's Trail, Suite 2, Pittsford NY 14534, United States DESCRIPTION: This entity exists only to document income received in the state of New York.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-20
• S63 Uniform Securities Agent State Law Examination
  2004-05-21