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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-03 |
| FL | RA | APPROVED | 2023-09-01 |
| GA | RA | APPROVED | 2023-09-01 |
| PA | RA | APPROVED | 2023-09-01 |
| VA | RA | APPROVED | 2023-09-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Hialeah | FL | 06/2014 | 09/2023 |
| Osaic Wealth, Inc. | Hialeah | FL | 09/2023 | Present |
1.DIAMOND PRIVATE WEALTH GROUP POSITION: owner NATURE: Its and LLC and a my DBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 09/01/2015 ADDRESS: 1100 W. 55 Place, Hialeah FL 33012, United States DESCRIPTION: This is our marketing brand for our financial services business. Also my LLC for tax purposes. 2.ANTONIO E ALBISTU POSITION: HOME SCHOOL TUTOR NATURE: I WILL BE TUTORING MY GRANDCHILDREN AT HOME FOR HOME SCHOOLING PUPOSES 4-8 HOURS PER WEEK. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 1 START DATE: 08/17/2026 ADDRESS: 1100 W. 55th Place, Hialeah FL 33012, United States DESCRIPTION: HOME SCHOOLING MY GRANDKIDS IN THE AREAS OF MATH, SCIENCE, HISTORY, LITERATURE, ENGLISH ETC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-07 |
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