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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
Branch Locations
1651 Crossings Parkway Suite A, Westlake, OH 44145 • 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 | Independence | OH | 08/2015 | 09/2023 |
| Osaic Wealth, Inc. | Chagrin Falls | OH | 09/2023 | Present |
1. BRYAN KRANEK POSITION: Agent NATURE: n/a INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2010 ADDRESS: 1651 Crossings Pkwy., Suite A, Westlake OH 44145, United States DESCRIPTION: Licensed to sell fixed insurance. 2. KRANEK CAPITAL, LLC. POSITION: Owner/Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/13/2023 ADDRESS: 1651 Crossings Pkwy., Suite A, Westlake OH 44145, United States DESCRIPTION: LLC set up only to run expenses through and for legal protection.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-14 |
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