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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-09-01
  • OR RA
    APPROVED
    Since 2023-09-01

Branch Locations

833 Alder Creek Drive Suite A, Medford, OR 97504-8908 • 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
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
  • 01/1995 → Present
    Laura G. Cogdell
    Medford, OR
  • 01/2009 → 08/2017
    Sagepoint Financial
    Phoenix, AZ
  • 07/2008 → Present
    Laura Cogdell
    Medford, OR
  • 03/2011 → Present
    Oregon Cowgirl, Llc
    Medford, OR
  • 02/2002 → Present
    Merchant Publications, Llc
    Medford, OR
  • 07/2019 → Present
    Sagepoint Financial, Inc.
    Medford, OR
  • 09/2023 → Present
    Medford, OR
Previous Registrations
  • 2019-07-01 → 2023-09-01
    Osaic Services, Inc.
    Medford, OR
  • 2011-04-12 → 2017-07-13
    Osaic Services, Inc.
    Medford, OR
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-21
  • S66 Uniform Combined State Law Examination
    2008-02-21
Other Names
  • Laura Kay Gustafson
  • Laura Gustafson Cogdell

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