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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2023-09-01 |
Branch Locations
4954 Potomac Highlands Tr, Green Bank, WV 24944 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Tampa | FL | 01/2009 | Present |
| Osaic Wealth, Inc. | Green Bank | WV | 09/2023 | Present |
1. GOOD LIFE FINANCIAL, LLC POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 08/01/2006 ADDRESS: 4954 Potomac Highlands Trail, Green Bank WV 24944, United States DESCRIPTION: Sale of Life and Health insurance products
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-12 |
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