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Current Employers
Osaic Wealth, Inc.

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

Current Registrations

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

Branch Locations

23844 Lorain Road Suite 2, North Olmsted, OH 44011 • 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
Mass Mutual Insurance Cleveland OH 01/2007 12/2020
Mml Investors Services Cleveland OH 01/2007 12/2020
Sagepoint Financial, Inc. Westlake OH 12/2020 Present
Osaic Wealth, Inc. North Olmsted OH 09/2023 Present
  • 01/2007 → 12/2020
    Mass Mutual Insurance
    Cleveland, OH
  • 01/2007 → 12/2020
    Mml Investors Services
    Cleveland, OH
  • 12/2020 → Present
    Sagepoint Financial, Inc.
    Westlake, OH
  • 09/2023 → Present
    North Olmsted, OH
Previous Registrations
  • 2020-12-17 → 2023-09-01
    Osaic Services, Inc.
    Phoenix, AZ
    North Olmsted, OH
    North Olmsted, OH
  • 2007-01-18 → 2020-12-18
    North Olmsted, OH
    Cleveland, OH
Other Businesses

1. NAME:CFS INTEGRATED FINANCIAL SERVICES, INV REL:Y ADDR:23844 LORAIN RD, NORTH OLMSTED OH 44070, NATURE:LIFE, DISABILITY INCOME, LONG TERM CARE AND FIXED ANNUITIES, POSITION:SALES/AGENT, START:12/10/2013, NO HR/MO:0 NO HR/MO DUR TRADING:0. 2. CFCFS INTEGRATED FINANCIAL SERVICES POSITION: OWNER NATURE: Sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/20/2020 ADDRESS: 23844 Lorain road # 2, North Olmsted OH 44070, United States DESCRIPTION: INSURANCE 3. CFS INTEGRATED FINANCIAL SERVICES LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/24/2023 ADDRESS: 23844 Lorain Road # 2, North Olmsted OH 44070, United States DESCRIPTION: Entity for tax and payroll 4. CLEVELAND DYSLEXIA CENTER POSITION: Board Member NATURE: The center provides one on one tutoring for children suffering from Dyslexia. There is no cost to the parents. All costs are covered from fundraising and donations . The center is a 501C-3 INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 1150 Linda Street, Rocky River OH 44116, United States DESCRIPTION: Meet monthly, work fundraising events, look at way to improve the center and it's functions.

Other Names
  • Bud Chris Cygan

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