Robin J Marble

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Wealth, Inc.

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2023-09-01
MA	RA	APPROVED	2023-09-01
NH	RA	APPROVED	2023-09-01

CT RA
APPROVED

Since 2023-09-01
MA RA
APPROVED

Since 2023-09-01
NH RA
APPROVED

Since 2023-09-01

Branch Locations

369 Main Street Suite 8, Spencer, MA 01562 • United States

175 State Street Suite 2B, Belchertown, MA 01007 • 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

Organization	City	State	From	To
Lamothe & Associates Financial Associates Inc	North Brookfield	MA	05/2003	11/2021
Sagepoint Financial	East Brookfield	MA	10/2014	09/2023
Osaic Wealth, Inc.	Spencer	MA	09/2023	Present

05/2003 → 11/2021

Lamothe & Associates Financial Associates Inc

North Brookfield, MA
10/2014 → 09/2023

Sagepoint Financial

East Brookfield, MA
09/2023 → Present

Osaic Wealth, Inc.

Spencer, MA

Previous Registrations

2022-04-12 → 2023-09-01

Osaic Services, Inc.

Spencer, MA

Other Businesses

1. A MATTER OF TAX POSITION: Tax Preparer NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2020 ADDRESS: 359 North Main Street, North Brookfield MA 01535, United States DESCRIPTION: Tax preparation 2. ODYSSEY WEALTH MANAGEMENT GROUP LLC POSITION: Owner/Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 10/27/2014 ADDRESS: 369 Main Street, Suite 8, Spencer MA 01562, United States DESCRIPTION: Insurance Broker, Life, Fixed Annuities, LTC and DI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-12-16
S63	Uniform Securities Agent State Law Examination	2014-09-04

S65 Uniform Investment Adviser Law Examination

2021-12-16
S63 Uniform Securities Agent State Law Examination

2014-09-04

Other Names

Robin Joy Tibbetts

View on SEC IAPD