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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-27 |
| NH | 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. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Gorham | NH | 09/2023 | Present |
TAURUS FINANCIAL GROUP. POSITION: SOLE PROPRIETORSHIP; OWNER. ADDRESS: 360 MAIN ST, GORHAM, NH 03581. START DATE: 10/1/03. ACTIVITIES: NOTARY PUBLIC. COMPLETE TAX RETURNS FOR SOME FAMILY, CLIENTS, AND NON-CLIENTS. SALES OF LIFE, HEALTH, FIXED/VARIABLE ANNUITIES. TRUSTEE POSITION: Trustee NATURE: Trustee INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/02/2015 ADDRESS: 360 Main St, Gorham NH 03581, United States DESCRIPTION: Trustee for mother's trust and also sister/brother-in-law trust
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-10 |
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