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Katherine Markowski

Osaic Wealth, Inc.

Pittsburgh, PA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-09-26
FL RA APPROVED 2023-09-01
PA RA APPROVED 2023-09-01
  • TX RA
    APPROVED_RES
    Since 2024-09-26
  • FL RA
    APPROVED
    Since 2023-09-01
  • PA RA
    APPROVED
    Since 2023-09-01

Branch Locations

615 Washington Road Suite 203, Pittsburgh, PA 15228 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Watermark Financial Pittsburgh PA 09/2011 Present
Sagepoint Financial Mt. Lebanon PA 09/2011 09/2023
Osaic Wealth, Inc. Pittsburgh PA 09/2023 Present
  • 09/2011 → Present
    Watermark Financial
    Pittsburgh, PA
  • 09/2011 → 09/2023
    Sagepoint Financial
    Mt. Lebanon, PA
  • 09/2023 → Present
    Pittsburgh, PA
Previous Registrations
  • 2013-02-13 → 2023-09-01
    Osaic Services, Inc.
    Pittsburgh, PA
Other Businesses

1. WATERMARK FINANCIAL POSITION: PREPARER NATURE: TAX PREPARATION SERVICES INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 09/01/2012 ADDRESS: 615 WASHINGTON RD STE 203, PITTSBURGH PA 15228 DESCRIPTION: TAX PREPARATION SERVICES 2. WATERMARK FINANCIAL POSITION: CONSULTANT NATURE: DIVORCE CONSULTING INVESTMENT RELATED: NO NUMBER OF HOURS: 6 INVESTMENT RELATED HOURS: 6 START DATE: 09/01/2012 ADDRESS: 615 WASHINGTON RD STE 203, PITTSBURGH PA 15228 DESCRIPTION: CONSULTING ON FINANCIAL MATTERS RELATED TO DIVORCE 3. WATERMARK FINANCIAL POSITION: AGENT NATURE: INSURANCE- LIFE, ANNUITY, DISABILITY, LTC INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 2 START DATE: 09/01/2013 ADDRESS: 615 WASHINGTON RD STE 203, PITTSBURGH PA 15228 DESCRIPTION: INSURANCE SERVICES 4. KATIE MARKOWSKI POSITION: Executrix NATURE: Executor for an estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/23/2024 ADDRESS: 407 Pearl St, Pittsburgh PA 15224, United States DESCRIPTION: I will serve as Executrix (secondary) for the estate of Victoria Huston.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-01-31
S63 Uniform Securities Agent State Law Examination 2012-08-24
  • S66 Uniform Combined State Law Examination
    2013-01-31
  • S63 Uniform Securities Agent State Law Examination
    2012-08-24
Other Names
  • Katherine Pegher
  • Katherine Ann Pegher
  • Katherine Ann Markowski

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