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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-03-04 |
| AL | RA | APPROVED | 2023-09-01 |
| CA | RA | APPROVED | 2023-09-01 |
| DC | RA | APPROVED | 2023-09-01 |
| FL | RA | APPROVED | 2023-09-01 |
| GA | RA | APPROVED | 2023-09-01 |
| HI | RA | APPROVED | 2023-09-01 |
| ID | RA | APPROVED | 2023-09-01 |
| IL | RA | APPROVED | 2023-09-01 |
| LA | RA | APPROVED | 2023-09-01 |
| MD | RA | APPROVED | 2023-09-01 |
| MA | RA | APPROVED | 2023-09-01 |
| MS | RA | APPROVED | 2023-09-01 |
| NC | RA | APPROVED | 2023-09-01 |
| OH | RA | APPROVED | 2023-09-01 |
| SD | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
| UT | RA | APPROVED | 2023-09-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Daphne | AL | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Daphne | AL | 09/2023 | Present |
1) HORIZON FINANCIAL; INDEPENDENT INSURANCE SALES; DBA; COMMENCED 01/2001; SPENDS 30% OF TIME; 100% OWNERSHIP; AGENT. 2) HORIZON FINANCIAL LLC POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 03/01/2008 ADDRESS: 1 Timber Way Suite 100 Daphne, AL 36526, Daphne AL 36526, United States DESCRIPTION: Sell Life Insurance, Fixed Annuities, DI and LTC 3) AT LAST POSITION: Owner NATURE: Condo rental INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/18/2021 ADDRESS: 7003 Saluda Blvd, Spanish Fort AL 36527, United States DESCRIPTION: Barbie and I bought a condo for the purpose of having a send home and rental income. 4) HORIZON FINANCIAL LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2001 ADDRESS: 1 Timber Way, Suite 100, Daphne AL 36526, United States DESCRIPTION: Owner of LLC 5) EAST POINTE BAPTIST CHURCH POSITION: Member of the Stewardship Committee NATURE: Church INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/28/2026 ADDRESS: 34742 Highway 225, Spanish Fort AL 36527, United States DESCRIPTION: The Stewardship Committee oversees the finances of the church and prepares the budget for the next years. I do not write or sign checks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-02 |
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