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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-04 |
| AL | RA | APPROVED | 2023-09-01 |
Branch Locations
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 | Fairhope | AL | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Fairhope | AL | 09/2023 | Present |
1. CALLAHAN FINANCIAL SOLUTIONS, YES, 116 FAIRHOPE AVE, FAIRHOPE AL, OWNER, 1/31/2004, 10 HRS/MO, 1 DURING TRADING HRS, ACTIVITY CONSISTS OF EVALUATING AND IMPLEMENTING FIXED AND TRADITIONAL INSURANCE PRODUCTS TO ADDRESS CLIENT ISSUES . PRODUCTS INCLUDE TERM LIFE , UNIVERSAL LIFE , AND WHOLE LIFE INSURANCE ALTERNATIVES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-06 |
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