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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-24 |
Branch Locations
10420 Jackson Oaks Way Suite 102, Knoxville, TN 37922 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagemark Consulting | Knoxville | TN | 10/2011 | Present |
| Lincoln Financial Advisors Corporation | Knoxville | TN | 07/2014 | 01/2025 |
| Osaic Wealth, Inc. | Knoxville | TN | 01/2025 | Present |
1. SOLO ENGINEERING ENTERPRISES LLC KNOXVILLE TN CATEGORY: OWNER INVESTMENT RELATED: NO TITLE: OWNER DUTIES: ENGINEERING PROJECT MANAGEMENT SERVICES START DATE: 05/2021 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 40 2. MERCK POSITION: Associate Director NATURE: Formerly: I have created an LLC to conduct engineering project management services as an independent contractor with Merck. I worked for Merck over 15 years ago and they have hired me back to work remotely as a project coordinator. Currently: I have been offered a direct hire position with Merck for the same work I was conducting by consultation services, as previously disclosed. INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 25 START DATE: 06/30/2025 ADDRESS: 126 E. Lincoln Ave, Rahway NJ 07065, United States DESCRIPTION: Formerly: I am the only member of the LLC. I have created an LLC to provide technical contracting services to Merck (pharmaceutical company). Currently: Project management and resource management for an IT group at Merck.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-09 |
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