Timothy Joseph Sepsi

Current Employers

Employment History

• 03/2013 → 12/2016
  Waddell & Reed, Inc.
  Washington, PA
• 06/2013 → Present
  Various Insurance Carriers For W&R Insurance Agencies
  Millsboro, PA
• 03/2015 → Present
  Sepsico, Llc.
  Millsboro, PA
• 04/2016 → 10/2016
  Aflac
  Bridgeville, PA
• 12/2016 → Present
  Sagepoint Financial, Inc.
  Lemont Furnace, PA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Lemont Furnace, PA

Previous Registrations

• 2016-12-16 → 2023-09-01
  Osaic Services, Inc.
  Lemont Furnace, PA
• 2013-10-02 → 2016-12-21
  Waddell & Reed
  Hamden, CT
  Washington, PA

Other Businesses

1. SEPSICO, LLC. POSITION: manager NATURE: Tax account INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2015 ADDRESS: Po Box 237, Millsboro PA 15348, United States DESCRIPTION: Steward of the account. 2. TIMOTHY SEPSI POSITION: Statutory Agent NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 05/30/2017 ADDRESS: 1320 Connellsville Road, Lemont Frunace PA 15456, United States DESCRIPTION: provide clients with life insurance/fixed annuityoptions that may be part of a financial plan. 3. OWL'S CLUB POSITION: Board Member NATURE: Social Club INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2022 ADDRESS: 313 Owls Ave, Millsboro PA 15348, United States DESCRIPTION: Member of the board that assists in maintaining the grounds, cleanliness of the building, attending meetings, and annual golf outing.I have no check writing authority or access to bank accounts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-30
• S63 Uniform Securities Agent State Law Examination
  2013-07-01