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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-18 |
Branch Locations
130 Linden Oaks Drive Suite D, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Freedom Group | Rochester | NY | 05/2022 | Present |
| Mariah Borlaug | Rochester | NY | 07/2018 | Present |
| Unitedhealthcare | Rochester | NY | 05/2019 | 02/2020 |
| Stafford Country Club | Stafford | NY | 05/2016 | 10/2018 |
| St. John Fisher College | Rochester | NY | 09/2015 | 05/2019 |
| Sagepoint Financial, Inc. | Rochester | NY | 07/2023 | Present |
| Osaic Wealth, Inc. | Rochester | NY | 09/2023 | 09/2023 |
1. CAREVALUE/MARIAH PATRIZI POSITION: Insurance Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 3 START DATE: 08/01/2018 ADDRESS: 89 Firestone Dr, Rochester NY 14624, United States DESCRIPTION: I help clients choose an insurance plan (Medicare Advantage Plan) that best fits their needs. 2. FINANCIAL FREEDOM GROUP POSITION: Registered Assistant NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/05/2022 ADDRESS: 130 Linden Oaks Dr, Suite D, Rochester NY 14625, United States DESCRIPTION: Assistant to branch manager: processing paperwork, opening accounts, client management, notes, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-14 |
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