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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-14 |
Branch Locations
3478 Buskirk Ave Suite 333, Pleasant Hill, CA 94523 • United States
3478 Buskirk Avenue Suite 333, Pleasant Hill, CA 94523 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-07-20 |
Branch Locations
3478 Buskirk Avenue Suite 333, Pleasant Hill, CA 94523 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Finanical, Inc. | Pleasant Hill | CA | 06/2009 | Present |
| Osaic Wealth, Inc. | Pleasant Hill | CA | 09/2023 | Present |
1. WAGNER LOFTIN INVESTMENT SERVICES LLC POSITION: Financial Advisor NATURE: LLC - Registered Investment Adviser INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2011 ADDRESS: 3478 Buskirk Ave., STE 333, Pleasant Hill CA 94523, United States DESCRIPTION: Manage clients acccounts. 2. WAGNER LOFTIN INVESTMENT SERVICES LLC POSITION: Advisor within the 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. STE 333, Pleasant Hill CA 94598, United States DESCRIPTION: Maintaining our LLC for branding, marketing, vanity name and other needed usage.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-01-11 |
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