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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | 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. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Houston | TX | 09/2023 | Present |
1. Osaic Wealth, YES, 244 W 28th St. Houston, Texas 77008, United States, FIXED ANNUITY AGENT, 8/1/1998,10%,USING THESE POLICIES IN CONJUCTION WITH RETIREMENT PLANNING SAGEPOINT FINANCIAL CORPORATE RIA, YES,9412A E HWY 71 SPICEWOOD TEXAS 78669, INVESTMENT ADVISORY, IAR SINCE 2/06. 80% OF TIME. TPMM, MAP AND V2A. 2. NICOLE WYSKUP POSITION: Statutory Agent - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 01/01/1992 ADDRESS: 244 W. 28th Street, Houston TX 77008, United States DESCRIPTION: Provide fixed annuities, Long term care, and Life insurance to clients who falls in this category under suitablity tests. 3. NICOLE WYSKUP HOEKSTRA, FINANCIAL ADVISOR LLC POSITION: owner NATURE: I use the above name for banking and tax pur[oses only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/15/2015 ADDRESS: 244 W 28th St, HOUSTON,TX TX 77008, United States DESCRIPTION: I use this name for banking and tax purposes only
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-16 |
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