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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-03 |
| TX | RA | APPROVED_RES | 2025-01-02 |
Branch Locations
1653 Sun City Center Plaza, Sun City Center, FL 33573 • United States
6901 Professional Parkway Suite 104, Sarasota, FL 34240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Payant Financial Services, Inc. | Sun City Center | FL | 11/2003 | 06/2023 |
| Sagepoint Financial, Inc | Phoenix | AZ | 01/2009 | 06/2023 |
| Osaic | Sun City Center | FL | 09/2023 | Present |
| Payant Financial Services, Inc. | Sun City Center | FL | 09/2023 | Present |
GLENN KRCMARIC - INSURANCE POSITION: Licensed Agent NATURE: Other - Self INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 09/20/2023 ADDRESS: 1653 Sun City Center Plaza, Sun City Center FL 33573, United States DESCRIPTION: Run proposals and illustrations; assist other rep in office with cases; evaluating existing policies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-01 |
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