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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-04 |
| TX | RA | APPROVED | 2024-06-03 |
| CT | RA | APPROVED | 2023-09-01 |
| ME | RA | APPROVED | 2023-09-01 |
| MA | RA | APPROVED | 2023-09-01 |
| PA | RA | APPROVED | 2023-09-01 |
Branch Locations
209 West Central Street Suite 131, Natick, MA 01760 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | West Spring | MA | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Natick | MA | 09/2023 | Present |
1)MARVIN HALE AGENT POSITION: Statutory Agent - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2005 ADDRESS: 1126 Elm Street, West Springfield MA 01089, United States DESCRIPTION: Sale of LTC Ins, TERM, Life AND disability insurance 2)Hampshire Christian Academy; POSITION: Board Member President NATURE: Non-Profit DESCRIPTION: President of the Corp Board which oversees the building Academy is housed in. 3)HALE FINANCIAL PLANNING GROUP, LLC; POSITION: President- Sole Proprietor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2005 ADDRESS: 1126 ELM ST, WEST SPRINGFIELD, MA 01089 DESCRIPTION: Sell fixed insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-26 |
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