Mark Anthony Devlin

Current Employers

Employment History

• 01/2009 → Present
  Sagepoint Financial, Inc
  Littleton, CO
• 09/2023 → Present
  Osaic Wealth, Inc.
  Aspen, CO

Previous Registrations

• 2006-04-25 → 2023-09-01
  Osaic Services, Inc.
  Aspen, CO
  Sherman Oaks, CA

Other Businesses

1) DEVLIN FINANCIAL SERVICES, INSURANCE SALES, NO, 300 AABC SUITE M, ASPEN CO 81611. AGENT/OWNER, BEGAN IN 8/94, 160 HRS PER MONTH, 160 HRS DURING TRADING HRS. SELLING FIXED ANNUITIES, VAS, LIFE, HEALTH AND A&D. 2) SAGEPOINT FINANCIAL,INC;CORPORATE RIA; YES;300 AABC SUITE M, ASPEN CO 81611;INVESTMENT ADVISORY;IAR SINCE 6/06; 50/8;MONITOR CLIENT INVESTMENTS, CLIENT MEETINGS, REPOSITION ASSETS AS NECCESSARY. 3) DEVLINVEST, INVESTMENT CLUB, YES, PARTNERSHIP. 300 AABC SUITE M ASPEN CO 81611. PARTNER SINCE 1/99, 0 HRS PER MONTH, 0 DURING TRADING HRS. 4) BONEFROG BREWS LLC POSITION: None. Investor. NATURE: Bonefrog Brews LLC is a Brewery and Distillery located in Middletown PA. DBA Tattered Flag Brewery and Still Works. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/11/2016 ADDRESS: 1 S. Union St, Middletown PA 17057 DESCRIPTION: Investor only. 5) DEVLINVEST; POSITION: Member NATURE: Partnership INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1999; ADDRESS: 312 AABC Ste F, ASPen CO 81611; DESCRIPTION: family investment club. no activity 6) ASPEN FINANCIAL AND INSURANCE SERVICES POSITION: President NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2020 ADDRESS: 312 AABC Suite g, Aspen CO 81611, United States DESCRIPTION: Insurance sales and service

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-04-23
• S63 Uniform Securities Agent State Law Examination
  1993-10-13