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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Abilene | TX | 07/2014 | 09/2023 |
| Osaic Wealth, Inc. | Abilene | TX | 09/2023 | Present |
1) JARED SHELTON CFP LLC POSITION: President NATURE: S Corp for purposes of payroll and tax INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2018 ADDRESS: 3125 South 27th, Suite B, Abilene TX 79605, United States DESCRIPTION: Payroll and taxes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-18 |
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