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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-26 |
| FL | RA | APPROVED | 2023-09-01 |
| PA | RA | APPROVED | 2023-09-01 |
Branch Locations
615 Washington Road Suite 203, Pittsburgh, PA 15228 • 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 |
|---|---|---|---|---|
| Watermark Financial | Pittsburgh | PA | 09/2011 | Present |
| Sagepoint Financial | Mt. Lebanon | PA | 09/2011 | 09/2023 |
| Osaic Wealth, Inc. | Pittsburgh | PA | 09/2023 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-24 |
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