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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 |
Branch Locations
204 South Beverly Drive Suite 101, Beverly Hills, CA 90212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Beverly Hills | CA | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Beverly Hills | CA | 09/2023 | Present |
1) BUSINESS NAME: CROLL FINANCIAL GROUP, LLC INVESTMENT RELATED: NO ADDRESS: 204 SOUTH BEVERLY DRIVE, SUITE 101 BEVERLY HILLS, CA, 90212 POSITION: OWNER START DATE: 08/01/2003 HOURS: 50% BRIEF DESCRIPTION OF DUTIES: INSURANCE SERVICES: LIFE, HEALTH, DISABILITY, LONG TERM CARE 2) CROLL FINANCIAL GROUP, LLC. POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2003 ADDRESS: 204 South Beverly Dr., #101, Beverly Hills CA 90212, United States DESCRIPTION: Insurance Services: Life, Health, Disability, Long Term Care
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-03 |
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