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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
Branch Locations
5310 Nw 33 Ave. Suite 206, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife | Fort Lauderdale | FL | 03/2005 | 11/2016 |
| Metlife Securities, Inc | Fort Lauderdale | FL | 03/2005 | 11/2016 |
| Sagepoint Financial, Inc. | Oakland Park | FL | 11/2016 | Present |
| Osaic Wealth, Inc. | Fort Lauderdale | FL | 09/2023 | Present |
1) STRATEGIC RESOURCE GROUP, LLC POSITION: managing partner NATURE: Fixed business insurance products such as life, disability, long term care, health insurance INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/17/2016; ADDRESS: 5310 NW 33rd Avenue, Suite 206, Fort Lauderdale FL 33309; DESCRIPTION: Pending time reviewing fixed insurance needs and protection products and make recommendations. 2) DOCTORS BENEFITS POSITION: agent NATURE: Insurance agency INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 03/27/2018 ADDRESS: 4611 S University Drive, Suite 216, Davie FL 33328, United States DESCRIPTION: selling fixed insurance products life disability and long term care and fixed annuities 3) PHYSICIAN RESOURCE GROUP POSITION: sales Agent NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/12/2022 ADDRESS: 23281 BUTTERFLY PALM CT, Boca Raton FL 33433, United States DESCRIPTION: dba for marketing disability insurance to physicians 4) MARC SIGEL POSITION: homeowner NATURE: have a tenant at that address. It was my house we could not sell so we are renting. Hope to sell and not renew INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/08/2025 ADDRESS: 23281 BUTTERFLY PALM CT, BOCA RATON FL 33433, United States DESCRIPTION: no duties. just collect rent that covers the mortgage
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-06-08 |
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