Gregory Michael Seigel

Current Employers

Employment History

• 10/1988 → Present
  Greg M. Seigel Cpa, Cfp
  Not Given, CA
• 01/2009 → 09/2023
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  Tarzana, CA

Previous Registrations

• 2010-10-08 → 2023-09-01
  Osaic Services, Inc.
  Tarzana, CA
  Phoenix, AZ
  Torrance, CA
• 2007-07-25 → 2009-09-08
  Householder Group, Estate & Retirement Specialists
  Encino, CA

Other Businesses

1) ESTATE PLANNING & INSURANCE SALES POSITION: Owner NATURE: Sole Proprietorship SECURITIES TRADING HOURS: 0 ADDRESS: 18321 VENTURA BLVD, SUITE 915, TARZANA, CA 91356 2) GREG M. SEIGEL POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1988 ADDRESS: 18321 VENTURA BLVD, SUITE 915, TARZANA, CA 91356 DESCRIPTION: Accounting, income tax preparation, and tax planning. 3) GREG SEIGEL POSITION: insurance agent NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/24/2000 ADDRESS: 18321 Ventura Blvd Ste 915, Tarzana CA 91356-4255, United States DESCRIPTION: selling life insurance, fixed annuities and indexed annuities.

Exams

• S66 Uniform Combined State Law Examination
  2004-01-21
• S63 Uniform Securities Agent State Law Examination
  1993-01-29

Designations