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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-09-01 |
| FL | RA | APPROVED | 2023-09-01 |
| MA | RA | APPROVED | 2023-09-01 |
| NC | RA | APPROVED | 2023-09-01 |
Branch Locations
16910 S Us Highway 441 Baylee Plaza Suite 203, Summerfield, FL 34491 • United States
2 disclosure categories 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 | Johnston | RI | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Summerfield | FL | 09/2023 | Present |
1) CORPORATE RIA, YES, 176 Laning Street SOUTHINGTON CT 06489. INVESTMENT ADVISORY, IAR SINCE 11/05 OFFERING V2A. 60% OF TIME. DBA Elliott Wealth Management Services, LLC. 2) MDC PROPERTIES, LLC; NOT INVESTMENT RELATED; 84 DORAL LANE, SOUTHINGTON, CT 06489; OWNER; SINCE 01/01/2007; 10HRS/MTH; 3 DURING SECURITY HOURS; MANAGE INVESTMENT PROPERTIES. 3) VIRGINIA M. CALANDRA LIVING TRUST, YES, 84 DORAL LANE SOUTHINGTON CT 06489. SUCCESSOR TRUSTEE/BENEFICIARY, ACTIVITY BEGAN: 10/7/2016 0 MONTHLY HRS. DESCRIPTION: I AM IDENTIFIED AS SUCCESSOR TRUSTEE AND BENEFICIARY OF MY AUNT'S TRUST AND DO NO RECEIVE ANY COMPENSATION FOR THIS ACTIVITY. 4) ELLIOTT WEALTH MANAGEMENT SERVICES, LLC POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2010 ADDRESS: 149 Durham Road, Unit 32, Unit 32, Madison CT 06443, United States DESCRIPTION: Offer insurance products, including fixed annuities, life insurance and long term care insurance. Companies including, but not limited to Banner Life, Genworth, Protective Life, Illinois Mutual, Reliance Standard, ING. 5) ELLIOTT WEALTH MANAGEMENT SERVICES, LLC POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 75 START DATE: 07/01/2010 ADDRESS: 149 Durham Road, Unit 32, Unit 32, Madison CT 06443, United States DESCRIPTION: DBA using Elliott Wealth Management Services, LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-10 |
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