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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-09-01 |
Branch Locations
833 Alder Creek Drive Suite A, Medford, OR 97504-8908 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Laura G. Cogdell | Medford | OR | 01/1995 | Present |
| Sagepoint Financial | Phoenix | AZ | 01/2009 | 08/2017 |
| Laura Cogdell | Medford | OR | 07/2008 | Present |
| Oregon Cowgirl, Llc | Medford | OR | 03/2011 | Present |
| Merchant Publications, Llc | Medford | OR | 02/2002 | Present |
| Sagepoint Financial, Inc. | Medford | OR | 07/2019 | Present |
| Osaic Wealth, Inc. | Medford | OR | 09/2023 | Present |
1)LAURA COGDELL, POSITION: Owner NATURE: Independent contractor insurance agent INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2008 ADDRESS: 1553 Upland Pl, Medford OR 97504-9211, United States DESCRIPTION: Life, health, long term care and annuity insurance sales. Please note, I am eligible to sell the products stated in this questionnaire but am not currently actively engaged in doing so. 2) LAURA G. COGDELL POSITION: Owner NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 01/01/1995 ADDRESS: 1553 Upland Pl, Medford OR 97504, United States DESCRIPTION: Business consulting including correspondence, bookkeeping, payroll and tax preparation 3) OREGON COWGIRL, LLC POSITION: Owner - NATURE: Limited Liability Company - Please Note my store is temporarily closed. I expect I will re-open sometime in 2026. Meanwhile, I am still engaging in purchasing, receiving and discarding inventory. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 03/28/2011 ADDRESS: 1553 Upland Pl, Medford OR 97504-9211, United States DESCRIPTION: purchase and retail resale of gift and accessory items for person, pet, horse and home online or at a central storefront location. 4) THE CHARLES IVAN GUSTAFSON TRUST UAD 1/25/1982 POSITION: Successor Trustee NATURE: Irrevocable Trust - Please note, this is my Father's Trust, not my Brother's as stated in the notes. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 04/06/2021 ADDRESS: 1553 Upland Pl, Medford OR 97504, United States DESCRIPTION: Pursuing claim on behalf of Trust against predecessor trustee's estate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-21 |
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