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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
Branch Locations
5310 Nw 33 Ave. Suite 206, Fort Lauderdale, FL 33309 • 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 | Fort Lauderdale | FL | 05/2015 | Present |
| Osaic Wealth, Inc. | Fort Lauderdale | FL | 09/2023 | Present |
1) RSB LIFE POSITION: co founder/manager NATURE: Life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 06/18/2018 ADDRESS: 5310 NW 33rd Ave #206, Fort Lauderdale FL 33309, United States DESCRIPTION: I received the leads for the clients, call them to schedule a meeting, meet with them, design the life insurance cases, sell them the plan and then monitor the plan 2) REGEV FINANCIAL GROUP POSITION: CEO NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 02/14/2017 ADDRESS: 5310 NW 33rd Ave #206, Fort Lauderdale FL 33309, United States DESCRIPTION: Selling and servicing insurance and securities products 3) CREATIVE FINANCIAL NETWORK POSITION: Insurance Agent NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 05/15/2015 ADDRESS: 5310 NW 33 Ave, Suite 206, Fort Lauderdale FL 33309, United States DESCRIPTION: Selling and servicing life insurance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-03 |
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