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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-14 |
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
4920 South 289 Loop Suite 202, Lubbock, TX 79414-4724 • United States
5956 Sherry Lane 20Th Floor, Dallas, TX 75225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Lubbock | TX | 03/2012 | Present |
| Valucare Insurance Services | Lubbock | TX | 07/2012 | Present |
| Osaic Wealth, Inc. | Lubbock | TX | 09/2023 | Present |
1) CO-TRUSTEE OF IRREVOCABLE TRUST (ESTATE OF EDWARD R. SMITH, FATHER) POSITION: CO-TRUSTEE, 5, 5. START DATE: 10/11/11 ADDRESS: 53 BELCHER RD, BLAIRSTOWN, NJ 07825 DESCRIPTION: CO-TRUSTEE, I DO NOT RECEIVE ANY COMPENSATION FOR THIS ACTIVITY. 2) VALUCARE INSURANCE SERVICES; POSITION: MARKETING AND INFORMATION SYSTEMS MANAGER NATURE: HEALTH AND MEDICARE/MEDIGAP INSURANCE AGENCY INVESTMENT RELATED: YES; NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2012 ADDRESS: 4920 S. LOOP 289, SUITE 102, LUBBOCK TX 79414 DESCRIPTION: RESPONSIBLE FOR ALL MARKETING ACTIVITY INCLUDING MANAGING OF CLIENT MANAGEMENT SYSTEM, CREATION AND DISTRIBUTION OF CLIENT/PROSPECT LETTERS, NEWSLETTER AND LOCAL ADVERTISING. HANDLE ALL INFORMATION TECHNOLOGY NEEDS. NOTE: SALARY PAYMENT MADE BY SENIORS INSTITUTIONAL MARKETING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-13 |
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