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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-04-24 |
| TX | RA | APPROVED | 2025-04-21 |
| PA | 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. | Reading | PA | 09/2023 | Present |
INSURANCE SALES - LIFE AND LONG TERM CARE - 10% OF TIME SPENT. DBA - LIFETIME FINANCIAL SERVICES.... REITER REAL ESTATE HOLDINGS LLC; REAL ESTATE; NOT INVESTMENT RELATED; 38 E. LANCASTER AVENUE, READING, PA 19607; OWNER SINCE 05/01/2007; 1HR/MTH; 1 HOUR DURING SECURITY TRADING HOURS; DUTIES-I CREATED A LLC TO HOLD MY BUSINESS OFFICE REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-04 |
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