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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-12-20 |
| FL | RA | APPROVED | 2023-09-01 |
| OH | RA | APPROVED | 2023-09-01 |
Branch Locations
211 W Sycamore Street, Columbus Grove, OH 45830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aig American General Life Insurance Company | Columbus Grove | OH | 10/2002 | Present |
| Sagepoint Financial, Inc | Columbus Grove | OH | 01/2009 | Present |
| Osaic Wealth, Inc. | Columbus Grove | OH | 09/2023 | Present |
1. INVESTMENT ADVISORY SERVICES;CORP RIA;YES; STRATEGIC FINANCIAL RESOURCES; 211 W SYCAMORE ST COLUMBUS GROVE, OH 45830; AGENT; 6/1983; 100%;100%; 2.STATEGIC FINANCIAL RESOURCES,LLC,INSURANCE, NOT INVESTMENT RELATED,211 W. SYCAMORE STREET COLUMBUS GROVE, OH 45830,OWNER, STARTED THIS ACTIVITY: JUNE, 1983, 10 HOURS/MONTH,1 DURING SECURITIES TRADING HOURS,LIFE INSURANCE (VARIABLE ANNUITIES AND FIXED) LIFE FOR MY EXISTING CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-01 |
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