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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-14 |
| MN | RA | APPROVED | 2023-09-01 |
| WI | RA | APPROVED | 2023-09-01 |
Branch Locations
25 North Lake Street Suite 115, Forest Lake, MN 55025 • United States
24952 County Rd 7, St. Augusta, MN 56301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Forest Lake | MN | 10/2008 | Present |
| Osaic Wealth, Inc. | Forest Lake | MN | 09/2023 | Present |
1. FIVE STAR FINANCIAL RESOURCES POSITION: Statutory Agent - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/31/2011 ADDRESS: 25 Lake Street North Suite #310, Forest Lake MN 55025, United States DESCRIPTION: Marketing of Insurance Services 2. PERSEVERED INVESTMENTS INC. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2010 ADDRESS: 25 Lake St N, Unit 115, Forest Lake MN 55025, United States DESCRIPTION: This is my S Corporation used for Bookkeeping & Taxes. 3. PERSEVERED INVESTMENT PROPERTIES LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 25 Lake St N, Unit 115, Forest Lake MN 55025, United States DESCRIPTION: This is purely a real estate holding company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-30 |
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