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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-01 |
Branch Locations
2805 Wehrle Drive Suite 14, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc | Fullerton | CA | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Williamsville | NY | 09/2023 | Present |
1. MARK CRYAN POSITION: Statutory Agent - NATURE: Sole Proprietorship - INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2002 ADDRESS: 2805 Wehrle Drive Suite 14, Williamsville NY 14221, United States DESCRIPTION: Independent Insurance agent. 2. HODGE STREET CAPITAL POSITION: President NATURE: S-Corp.The S-Corp is used to run my payroll to myself through per the advice of my accountant. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/29/2015 ADDRESS: 2805 Wehrle Drive Suite 14, Williamsville NY 14221, United States DESCRIPTION: I run my payroll to myself through Hodge Street Capital.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-12 |
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