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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2023-09-01 |
| OR | RA | APPROVED | 2023-09-01 |
| 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 | Hillsboro | OR | 01/2010 | 09/2023 |
| Osaic Wealth, Inc. | Hillsboro | OR | 09/2023 | Present |
1. FOREST HILLS WEALTH, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/22/2016 ADDRESS: 245 SE 5th Ave, Hillsboro OR 97116 DESCRIPTION: Established for office expenses & payroll. 2. B&A WAIBEL PROPERTIES LLC POSITION: Member/Owner NATURE: Real Estate management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/03/2017 ADDRESS: 1602 Pacific Ave, Forest Grove OR 97116, United States DESCRIPTION: Property Management 3. OSAIC WEALTH POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/05/2023 ADDRESS: 245 SE 5th Ave, Hillsboro OR 97123, United States DESCRIPTION: Sale of Life, Long Term Disability, Long Term Care, and Annuity products to complement clients financial plans.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2010-07-30 |
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