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Habib Marcos Iskander

Osaic Wealth, Inc.

Irvine, CA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-09-01
OR RA APPROVED 2023-09-01
  • CA RA
    APPROVED
    Since 2023-09-01
  • OR RA
    APPROVED
    Since 2023-09-01

Branch Locations

7700 Irvine Center Drive Suite 800, Irvine, CA 92618 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Iskander Financial Irvine CA 03/1999 Present
Sagepoint Financial, Inc. Phoenix AZ 01/2009 09/2023
Osaic Wealth, Inc. Irvine CA 09/2023 Present
  • 03/1999 → Present
    Iskander Financial
    Irvine, CA
  • 01/2009 → 09/2023
    Sagepoint Financial, Inc.
    Phoenix, AZ
  • 09/2023 → Present
    Irvine, CA
Previous Registrations
  • 2005-10-31 → 2023-09-01
    Osaic Services, Inc.
    Irvine, CA
    Laguna Hills, CA
    Irvine, CA
  • 2001-09-14 → 2005-10-31
    Sentra Securities Corporation
    Irvine, CA
Other Businesses

1. BENEFITS ADVISORS; NON-INVESTMENT RELATED; 7700 IRVINE CENTER DRIVE IRVINE CA 92618; OWNER; 1999; 30 HRS/MTH; 0 HRS DURING TRADING; PREPARES PERSONAL INCOME TAXES. 2.INSURANCE AND REAL ESTATE 3. MARK ISKANDER POSITION: Statutory Agent - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/1994 ADDRESS: 19431 Rue De Valore, Ste 21G, Foothill Ranch CA 92610, United States DESCRIPTION: I sold health plans to business owners. 4. REMAX REAL ESTAE ONE POSITION: Real Estate Agent NATURE: Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/18/2013 ADDRESS: 12341 Newport Ave, Ste 100, Tustin CA 92705, United States DESCRIPTION: I show properties to family membersand friends on either SAT or Sunday

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-27
S63 Uniform Securities Agent State Law Examination 1993-05-19
  • S65 Uniform Investment Adviser Law Examination
    1999-12-27
  • S63 Uniform Securities Agent State Law Examination
    1993-05-19
Other Names
  • Mark Iskander

View on SEC IAPD

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