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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 | 2024-09-30 |
| CA | RA | APPROVED | 2023-09-01 |
| OR | RA | APPROVED | 2023-09-01 |
| WA | RA | APPROVED | 2023-09-01 |
Branch Locations
17933 Nw Evergreen Pkwy Suite 111, Beaverton, OR 97006 • 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 |
|---|---|---|---|---|
| Lomas Finacial Services | Hillsboro | OR | 01/2000 | Present |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Beaverton | OR | 09/2023 | Present |
1.LOMAS FINANCIAL SERVICES, INC. IS A GENERAL INSURANCE AGENCY REPRESENTING APPROX. 10% OF MY TIME AND IS USED FOR FIXED, LTC AND LIFE. 2. LOMAS FINANCIAL SERVICES, INC. PAYS EMPLOYEES AND PAYROLL TAXES FOR EMPLOYEES. 3. LOMAS ACCOUNTING SERVICES POSITION: Owner - NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2002 ADDRESS: 210 SE 4th Ave., Hillsboro OR 97123, United States DESCRIPTION: Owner, referring business to accounting staff.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-08 |
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