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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
1725 Hughes Landing Blvd. Suite 1250, The Woodlands, TX 77380 • 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 |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | Present |
| Osaic Wealth, Inc. | The Woodlands | TX | 09/2023 | Present |
1. HARMAN WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Providing Insurance for Clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2007 ADDRESS: 1725 Hughes Landing Blvd., Suite 1250, The Woodlands TX 77380, United States DESCRIPTION: Analyzing insurance needs for clients 2. INSURANCE POSITION: Financial Advisor NATURE: Providing Insurance for Clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2007 ADDRESS: 1725 Hughes Landing Blvd., Suite 1250, The Woodlands TX 77380, United States DESCRIPTION: Analyzing insurance needs for clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-17 |
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