Steve Don Loftin

Current Employers

Employment History

• 01/2009 → Present
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Pleasant Hill, CA

Other Businesses

1) WAGNER, LOFTIN INVESTMENT SERVICES POSITION: Financial Advisor NATURE: Sole Proprietorship/Registered Investment Adviser - INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 100 START DATE: 01/01/1993 ADDRESS: 3478 Buskirk Ave #333, Pleasant Hill CA 94523 DESCRIPTION: Manage client accounts. 2) LOFTIN FAMILY TRUST POSITION: Owner - NATURE: Other - Personal Rental Property. Single family Condo INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1974 ADDRESS: 3988 Arbolado Drive, Walnut Creek CA 94598 DESCRIPTION: Own, manage the single unit. Handle occasional maintenance items. 3) WAGNER LOFTIN INVESTMENT SERVICES LLC POSITION: Financial Advisor NATURE: LLC - Registered Investment Adviser - INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 100 START DATE: 01/01/1993 ADDRESS: 3478 Buskirk Ave #333, Pleasant Hill CA 94523, United States DESCRIPTION: Manage client accounts. 4 )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 ste333, Pleasant Hill Ca CA 94523, United States DESCRIPTION: Maintaining our LLC for branding, marketing, vanity name and other needed usage.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-04
• S63 Uniform Securities Agent State Law Examination
  1992-08-26