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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-08-14
NJ RA APPROVED 2023-09-01
  • NY RA
    APPROVED
    Since 2024-08-14
  • NJ RA
    APPROVED
    Since 2023-09-01

Branch Locations

124 Seven Hills Lake Drive, Kent Lakes, NY 10512 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameican Corporate Benefits Inc. New York NY 07/2019 Present
Israel Defence Force Tel Aviv 11/2016 07/2019
Garin Tzabar Ulpan Karmiel 06/2016 11/2016
Sagepoint Financial, Inc. New York NY 11/2019 09/2023
Osaic Wealth, Inc. Kent Lakes NY 09/2023 Present
  • 07/2019 → Present
    Ameican Corporate Benefits Inc.
    New York, NY
  • 11/2016 → 07/2019
    Israel Defence Force
    Tel Aviv
  • 06/2016 → 11/2016
    Garin Tzabar Ulpan
    Karmiel
  • 11/2019 → 09/2023
    Sagepoint Financial, Inc.
    New York, NY
  • 09/2023 → Present
    Kent Lakes, NY
Previous Registrations
  • 2020-02-20 → 2023-09-01
    Osaic Services, Inc.
    Kent Lakes, NY
Other Businesses

1) AMERICAN CORPORATE BENEFITS, INC. POSITION: Customer Service NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2019 ADDRESS: 124 Seven Hills Lake Drive, Kent Lakes NY 10512, United States DESCRIPTION: Answer emails and phones

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-19
  • S66 Uniform Combined State Law Examination
    2020-02-19

View on SEC IAPD

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