Ronald Joseph Wagner

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Pleasant Hill, CA

Other Businesses

1) WAGNER, LOFTIN INVESTMENT SERVICES POSITION: President NATURE: Sole Proprietorship Registered Investment Adviser - INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 80 START DATE: 01/01/1993 ADDRESS: 3478 Buskirk Ave. #333 Pleasant Hill, Ca. 94523, Pleasant Hill CA 94523 DESCRIPTION: Manage client accounts 2) RONALD J. WAGNER POSITION: Owner - NATURE: Sole Proprietorship - INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2010 ADDRESS: 2589 Stirling Ct Brentwood, CA 94513, Brentwood CA 94513, United States DESCRIPTION: Owner of property, collect rent, pay taxes, Pay property access to Contra Cost County as located at County Airport, Byron Airport.. 3) WAGNER LOFTIN INVESTMENT SERVICES LLC POSITION: President NATURE: LLC^Registered Investment Adviser - INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 80 START DATE: 01/01/1993 ADDRESS: 3478 Buskirk Ave. #333 Pleasant Hill, Ca. 94523, Pleasant Hill CA 94523, United States DESCRIPTION: Manage client accounts 4) WAGNER LOFTIN INVESTMENT SERVICES LLC POSITION: Advisor within branch NATURE: LLC Used as our DBA vanity name INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/24/2024 ADDRESS: 3478 Buskirk Ave Suite 333, Pleasant Hill CA 94523, United States DESCRIPTION: Maintaining LLC for branding, marketing, vanity name and other uses.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-09
• S63 Uniform Securities Agent State Law Examination
  1991-02-05