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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-01 |
Branch Locations
400 S. Melrose Dr. Suite 207, Vista, CA 92081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Depauw Johnson Inc | Vista | CA | 01/2008 | Present |
| Osaic Wealth, Inc. | Vista | CA | 09/2023 | Present |
1. JEFFREY JOHNSON; INVESTMENT RELATED; 400 S. MELROSE DRIVE STE 207 VISTA, CA. 92081; INSURANCE AGENT; 01/01/2003; 5 HRS/MTH; 0 HRS DURING TRADING; SALE OF INSURANCE PRODUCTS. 2. Osaic Wealth, Inc.; INVESTMENT RELATED; 400 S. MELROSE STE 207 VISTA, CA. 92081; INVESTMENT ADVISER REPRESENTATIVE; 01/01/2003; 20 HRS/MTH; 20 HRS DURING TRADING; FEE BASED INVESTMENT ADVISORY SERVICES. 3. DEPAUW JOHNSON, INC. POSITION: Owner - NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2008 ADDRESS: 400 S Melrose Dr, Ste. 207, Vista CA 92081, United States DESCRIPTION: Tax preparation, bookkeeping, payroll and other business services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-08 |
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