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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-09-01 |
Branch Locations
290 West Mount Pleasant Ave Suite 2300, Livingston, NJ 07039 • United States
Mountain Lakes, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Mountain Lakes | NJ | 08/2015 | Present |
| Osaic Wealth, Inc. | Mountain Lakes | NJ | 09/2023 | Present |
1. MARK S LALIN AND ASSOCIATES; POSITION: Insurance agent NATURE: commissions received from insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 01/04/2016; ADDRESS: 115 Route 46, Building F Suite 25, Mountain Lakes NJ 07046; DESCRIPTION: I provide insurance sales and services 2. FIXED INSURANCE BROKERAGE POSITION: Insurance agent NATURE: commissions received from insurance agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 50 START DATE: 01/04/2016 ADDRESS: 290 W Mount Pleasant Ave, Suite 2300, Livingston NJ 07039, United States DESCRIPTION: I provide insurance sales and services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-04 |
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