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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
Branch Locations
5310 Nw 33 Ave. Suite 206, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Ft. Lauderdale | FL | 06/2015 | 09/2023 |
| Osaic Wealth, Inc. | Fort Lauderdale | FL | 09/2023 | Present |
1.CREATIVE FINANCIAL PROPERTY & CASUALTY GROUP LLC DBA GOOSEHEAD INSURANCE POS: Partner NATURE: LLC INV. RELATED: Yes # OF HRS: 5 SEC. TRD HRS: 5 START DATE: 6/6/17 ADDY: 5310 NE 33 Ave, Ste 206, Ft Lauderdale FL 33309 DESCR.: Partner in a P&C insurance group. 2.DAB CFN LLC POSITION: MGR NATURE: LLC INV. RELATED: No # OF HRS: 4 SEC. TRD HRS: 0 START DATE: 10/1/16 ADDY: 11450 Watercrest Cir E, Parkland FL 33076 DESCR.: LLC opened for tax purposes only 3.CREATIVE FINANCIAL NETWORK, INC POS: Pres & Founder NATURE: Corp, convo from LLC /same name recommended by our atty & accountant used for Tax purposes with a DBA INV. RELATED: Yes #. OF HRS: 200 SEC. TRD HRS: 200 START DATE: 4/20/15 ADDY: 5310 NW 33 Ave, Ste 206, Ft Lauderdale FL 33309 DESCR.: day-to-day ops of the office, recruit, develop & train reps & and attend joint client mtgs 4.CREATIVE FINANCIAL NETWORK INC POS: Pres NATURE: Conversion from LLC INV.RELATED: Yes # OF HRS: 80 SEC.TRD HRS: 80 START DATE: 6/1/15 ADDRESS: 5310 NW 33 Ave, Ste 206, Ft Lauderdale FL 33309 DESCR.: Work with clients going through protection/ins products make insurance recs 5. GDC & DAB LLC POSITION: Owner/MGR NATURE: LLC INV. RELATED: Yes #. OF HRS: 1 SEC. TRD HRS: 0 START DATE: 2/1/19 ADDRESS:11450 Watercrest Cir E, Parkland FL 33076 DESCR.: Oversee rental property, confirm bills paid on time 6.DUSTIN BEZALEL POSITION: Owner/Sole Proprietor NATURE: OWNER-RESIDENTIAL RENTAL PROPERTIES, INV. RELATED: No # OF HRS: 5 SEC. TRD HRS: 0 START DATE: 4/1/08 ADDY: 11450 Watercrest Cir E, Parkland FL 33076 DESCR.: OWNER-RESIDENTIAL RENTAL PROP, MAKE SURE THAT BILLS ARE PAID PROMPTLY 7.CFN PROPERTY MGMT LLC POS: MGR NATURE: LLC INV. RELATED: Yes # OF HRS: 4 SEC TRD HRS: 0 START DATE: 5/1/20 ADDY: 5310 NW 33 Ave, Ste 206, Ft Lauderdale FL 33309 DESCR: Co-Owner of 2 multi-tenant residential rental props. Landlord duties in Pompano Beach, FL 8. SUGAR BEAR LODGE LLC POS: Manager NATURE: LLC INV. RELATED: Yes # OF HRS: 2 SEC TRD HRS: 0 START DATE: 5/1/20 ADDRESS: 155 Sugar Bear Ridge Lane, Banner Elk NC 28604 DESCR: Co-owner of vacation rental home in Banner Elk, NC. Rental & MGR duties are done by a property MGMT Company - receives a percentage of rental income. 9. ALLIANZ LIFE INSURANCE CO OF N AM POS: associate FMO NATURE: insurance agc INV. RELATED: No #OF HRS: 2 SEC TRD HRS: 2 START DATE:4/6/22 ADDRESS: PO Box 59060, Minneapolis MN 55458 DESCR.: representing agency to facilitate insurance policies W/ Allianz 10. DUSTIN BEZALEL POS: Successor Trustee NATURE: Gil D. Cohen Living TR INV. RELATED: Yes # OF HRS: 1 SEC TRD HRS: 0 START DATE: 9/29/22 ADDY: 5310 NW 33 Ave Ste 206, Ft Lauderdale FL 33309 DESCR.: Successor Ttee of Trust 11. GMD P&C LLC POS: Owner NATURE: LLC INV. RELATED: Yes # OF HRS: 2 SEC TRD HRS: 2 START DATE: 4/3/23 ADDY: 5310 NW 33 AVE STE 206, Ft Lauderdale FL 33309 DESCR.: Oversee the company but not involved in the daily activities 12. BEZALEL MISSOURI PROPERTIES LLC POSITION: Managing Member NATURE: LLC INV. RELATED: No # OF HOURS: 4 SEC TRD HRS: 0 START DATE: 1/4/24 ADDRESS: 11450 Watercrest Cir E, Parkland FL 33076 DESCR.: Long Term Rental Property, work with a property management company 13. REVOLUTION RECOVERY CENTER INC. POSITION: MMGT Member NATURE: property is in good condition: Corp INVESTMENT RELATED: No # OF HRS: 4 SECURITIES TRADING HRS: 0 START DATE: 2/16/24 ADDRESS: 11450 Watercrest Cir E, Parkland FL 33076 DESCRIPT: oversee profit /loss of business, no daily activities or involvement
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-25 |
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