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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-09-01 |
| PA | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
| VA | RA | APPROVED | 2023-09-01 |
| WV | RA | APPROVED | 2023-09-01 |
Branch Locations
1507 Huguenot Rd Suite 101, Midlothian, VA 23113 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Midlothian | VA | 01/2009 | 09/2023 |
| Ikemor Co., Inc. | Richmond | VA | 01/2002 | Present |
| Osaic Wealth, Inc. | Midlothian | VA | 09/2023 | Present |
1) INVESTMENT ADVISORY THROUGH BROKER DEALER'S CORPORATE RIA AND RUSSELL (THIRD PARTY MANAGER); YES; 1507 HUGUENOT RD (SUITE 101) MIDLOTHIAN, VA 23113; 10-25% SPENT; $30000 PLUS EST. 2) IKEMOR CO., INC POSITION: President NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2002 ADDRESS: 1507 Huguenot Rd, suite 101, Midlothian VA 23113, United States DESCRIPTION: General DBA used for paying bills and supporting daily branch operations. Not using Ikemor DBA for any marketing purposes presently. 3) HARLEY ROY LLC POSITION: Partner NATURE: This was created to allow for purchase of a commercial office building which currently serves as a branch office location for our group. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/13/2019 ADDRESS: 5308 Paylor Ln, Sarasota FL 34240, United States DESCRIPTION: Investor 4) CGA PROPERTIES LLC POSITION: Manager NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 03/30/2015 ADDRESS: 1507 Huguenot Rd (suite 101), Midlothian VA 23113, United States DESCRIPTION: Manage tenent relations as well as debit/credit needs for the company. 5) GUNNER KIDD CO., INC POSITION: partner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 20 START DATE: 05/01/2014 ADDRESS: 5308 Paylor Ln, Sarasota FL 34240, United States DESCRIPTION: Administratecompensation and assist/advise daily operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-31 |
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