Brian Edward Sirota

Current Employers

Employment History

• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Pompano Beach, FL

Previous Registrations

• 2005-11-30 → 2023-09-01
  Osaic Services, Inc.
  Ft Lauderdale, FL
  Pompano Beach, FL

Other Businesses

1. BRIAN SIROTA POSITION: Account Holder NATURE: Cryptocurrency Investing INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2020 ADDRESS: 1643 SE 10th street, Deerfield Beach FL 33441 DESCRIPTION: I am investing in cryptocurrency w/in the coin base application. This is not a task intended to be performed during business hours. 2. BRIAN E SIROTA - INSURANCE AGENT POSITION: insurance agent NATURE: sole proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2014 ADDRESS: 601 S Federal Highway, Suite 302, Boca Raton FL 33441, United States DESCRIPTION: Meet with prospects/clients, review insurance needs and make suitable recommendations. Process applications and communicate with wholesalers as well as insurance companies to discuss existing and possible recommendations, if any. 3. BES FINANCIAL POSITION: owner NATURE: DBA for marketing and operating office expenditures through business account INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2014 ADDRESS: 601 S Federal Highway, Suite 302, Boca Raton FL 33441, United States DESCRIPTION: Office expenses paid, create marketing materials

Exams

• S66 Uniform Combined State Law Examination
  2004-08-06