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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
| NJ | RA | APPROVED | 2023-09-01 |
| NY | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
Branch Locations
290 West Mount Pleasant Ave Suite 2300, Livingston, NJ 07039 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Mountain Lakes | NJ | 09/2023 | Present |
MARK S. LALIN & ASSOCIATES, INC. POSITION: Owner - NATURE: Corporation -LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 05/01/2006 ADDRESS: 115 Route 46 West, Building F, Mountain Lakes NJ 07046, United States DESCRIPTION: Insurance sales and related services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-10 |
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