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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Daphne | AL | 02/2016 | 09/2023 |
| Osaic Wealth, Inc. | Daphne | AL | 09/2023 | Present |
MELISSA BALLARD; NO; SOLE PROPRIETORSHIP; OWNER; 01/01/2002; 10; 0; CREATE AND DESIGN NEWSPAPER LAYOUTS, BROCHURES, LOGOS, HOLIDAY CARDS, ETC. HORIZON FINANCIAL; YES; 1 TIMBER WAY, SUITE 100 DAPHNE, AL, 36526 SOLE PROPRIETORSHIP; STATUTORY AGENT; 10/1/2011; 20; 20; CALL AND MEET WITH PROSPECTS AND CLIENTS REGARDING LIFE INSURANCE FILL-OUT, SUBMIT, AND MONITOR STATUS OF APPLICATIONS. ORRDER MEDICAL EXAMS DELIVER POLICIES. HORIZON FINANCIAL POSITION: Operations Manager NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 70 START DATE: 12/17/2010 ADDRESS: 1 Timber Way, Suite 100, Daphne AL 36526, United States DESCRIPTION: Participate in client and prospect meetings, keep meeting notes, process paperwork, respond to supervisory ques, receive and log checks, maintain client files
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-10 |
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