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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-01 |
| CO | RA | APPROVED | 2023-09-01 |
| FL | RA | APPROVED | 2023-09-01 |
| NH | RA | APPROVED | 2023-09-01 |
Branch Locations
8603 South Dixie Highway Suite 217-A, Pinecrest, FL 33156 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | Present |
| Osaic Wealth, Inc. | Pinecrest | FL | 09/2023 | Present |
1) TRUSTEE POSITION: TTEE NATURE: Trustee for family INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/08/2007 ADDRESS: 20533 Biscayne Blvd #241, Miami FL 33180, United States DESCRIPTION: Trustee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-15 |
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