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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-10 |
| CA | RA | APPROVED | 2023-09-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Carlsbad | CA | 01/2015 | 09/2023 |
| Osaic Wealth, Inc. | Carlsbad | CA | 09/2023 | Present |
1. INTREPID WEALTH MANAGEMENT POSITION: President & Founder NATURE: Nature: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/2019 ADDRESS: 6112 Innovation Way, Carlsbad, CA 92009, United States DESCRIPTION: Manage my existing client base. Also recruiting Financial Advisors 2. BRANDON CASS POSITION: President NATURE: For Life Insurance business INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2005 ADDRESS: 6112 Innovation Way, Carlsbad, CA 92009, United States DESCRIPTION: Find good solutions for clients 3. INTREPID WEALTH MANAGEMENT POSITION: Rent Collector NATURE: Subleasing space to friend of mine in office I have signed a long-term lease on. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2024 ADDRESS: 6112 Innovation Way, Carlsbad CA 92009, United States DESCRIPTION: I tell my friend rent is due and he pays.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-03 |
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