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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-01 |
Branch Locations
3230 East Imperial Hwy Suite 110, Brea, CA 92821 • United States
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 |
| Mark Newport/Lori Newport | Yorba Linda | CA | 11/2013 | Present |
| Osaic Wealth, Inc. | Orange | CA | 09/2023 | Present |
1) MARK/LORI NEWPORT, LANDLORDs, 11/04/2013 TO PRESENT, OWN RENTAL PROPERTIES IN BUCKEYE, AZ., 2 hours per month not during trading hours 2) NFC - NEWPORTFINANCIALCONCEPTS INC POSITION: Owner NATURE: S-Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 02/01/2001 ADDRESS: 3230 E Imperial Hwy #110, Brea CA 92821, United States DESCRIPTION: NFC exists for insurance selling purposes, marketing and networking with other professionals, i.e. doctors, CPAs, attorneys.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-22 |
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