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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-07 |
| IL | RA | APPROVED | 2024-03-04 |
| MD | RA | APPROVED | 2024-03-04 |
| MO | RA | APPROVED | 2023-10-17 |
| CA | RA | APPROVED | 2023-09-01 |
| FL | RA | APPROVED | 2023-09-01 |
| IN | RA | APPROVED | 2023-09-01 |
| KY | RA | APPROVED | 2023-09-01 |
| MI | RA | APPROVED | 2023-09-01 |
| NC | RA | APPROVED | 2023-09-01 |
| OK | RA | APPROVED | 2023-09-01 |
| SC | RA | APPROVED | 2023-09-01 |
| TX | RA | APPROVED_RES | 2023-09-01 |
| VA | RA | APPROVED | 2023-09-01 |
| WA | RA | APPROVED | 2023-09-01 |
Branch Locations
12900 Hall Road Suite 110, Sterling Heights, MI 48313 • United States
1 disclosure category 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. | Sterling Heights | MI | 02/2010 | 09/2023 |
| Osaic Wealth, Inc. | Sterling Heights | MI | 09/2023 | Present |
1. INVESTMENT ADVISOR, INVESTMENT RELATED, 12900 HALL RD STE 415 STERLING HEIGHTS MI 48313, REGISTERED INVESTMENT ADVISOR, START DATE :15-JUL-2005, HOURS :40, SECURITY HOURS: 5, MANAGE CLIENT INVESTMENT ACCOUNTS UNDER SAGEPOINT'S CORPORATE RIA. 2. TRUSTEE ON FAMILY MEMBERS ACCOUNT POSITION: Trustee NATURE: Acting Trustee on an imediate family members insurance trust INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/03/2016 ADDRESS: 1188 Rochelle Park Dr, Rochester Hills MI 48309, United States DESCRIPTION: There are no current duties or resposibilities that I have. 3. MIDWEST INSURANCE ADVISORS POSITION: Owner NATURE: P & C Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/14/2014 ADDRESS: 12900 Hall Rd, Suite 110b, Sterling Heights MI 48313, United States DESCRIPTION: Provide policies for property and casualy insurance through our appointed carriers. 4.MIDWEST FINANCIAL ADVISORS POSITION: Owner^Statutory Agent - NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2005 ADDRESS: 12900 Hall Road, Suite 110, Sterling Heights MI 48313, United States DESCRIPTION: Provide Insurance and financial advice to my clients. Provide administrative services and office space for financial advisors under my OSJ. 5. GL CARD TRADE POSITION: Owner NATURE: My two sons have a card trading business that I recently incorporated for them. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: 1188 Rochelle Park Dr, Rochester Hills MI 48309, United States DESCRIPTION: Assist two young men learn the value of money and supervise their business from a distance 6. MCLAREN MACOMB HEALTHCARE FOUNDATION POSITION: Board Member NATURE: Foundation Board of Trustees INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 03/01/2021 ADDRESS: 22500 Metropolitan Parkway, Clinton Township MI 48035, United States DESCRIPTION: Assist the hospital foundation with decisions regarding direction and growth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-20 |
| S65 | Uniform Investment Adviser Law Examination | 1998-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-26 |
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